All Lawmatics Reviews

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User Profile

David

Verified reviewer

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Premium, Custimizable CRM that plays well with others!

Very positive. I have had multiple meetings with customer service when setting up and going live; they have always been very friendly and insightful when I provide ideas and questions. I have used the system with both MyCase and then with Filevine, and the "switch" was super easy, and it "just worked."

PROS

I like that it "just works" once set up with an onboarding specialist. I had the benefit of using some other CRM tools that were "similar," albeit more expensive and with a less-clean user interface. Lawmatics was customizable to my workflow

CONS

With so many bells and whistles and options - it can be daunting. If you have no CRM background and are unsure how your workflow and automations should look, that can be scary (though Lawmatics customer service can help here).

Reason for choosing Lawmatics

I used both in the past, and both were eerily similar (but worked) Lawmatics gave a fresh look and was cheaper, making the move easy.

Reasons for switching to Lawmatics

The cost was the biggest thing. I expected Lawmatics, with its fresh UI and all the bells and whistles, to be more expensive, however, after the demo and consultation, I found out they were CHEAPER, and it became a no-brainer type of decision. A similar (or outright better) tool for less money? Sign me up.

Harjit

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Outstanding CRM for Law Firms

Overall it has been excellent and the team are a pleasure to deal with. After searching for many years to find a suitable CRM/Practice Management tool, I am glad to say we are nw settled with Lawmatics and won't be leaving!

PROS

The automations are great and give multiple options based on different entry conditions. At the same time it is fairly simple to set up a complex automation compared to other products we had demo's with. The layout is very intuitive and visually appealing. Everything has been thought out carefully and the design is simple and attractive and is not cluttered like many other CRM's we saw. Immigration practices are usually very lead heavy so having a system which funnels clients effectively through to booking an appointment and then onto conversion is a huge benefit to our organization. Additionally, the robust form feature enables us to gather all important information regarding a client's eligibility for a visa is a streamlined manner. The task feature is of great benefit as we can now generate a automated set of tasks and send out forms and retainers automatically according to the matter type. Overall the system has helped us to save several hours each week by automating monotonous repetitive tasks and enables us to focus on the practice of law.

CONS

As this is a fairly new product there are a few features which need further development such as the Appointment Booking feature. It would be great if this could be on par with Acuity for example. The system could also benefit from additional native integrations with payment processors other than LawPay. However, the team have made numerous improvements and are very responsive to feature requests. The [SENSITIVE CONTENT] and his team have a proven track record in the legal CRM and Case Management field and are very driven and passionate about helping their clients to grow their firms.

Reason for choosing Lawmatics

1. Automation 2. Email Marketing Campaigns 3. Practice Management 4. Price 5. Simplicity

Reasons for switching to Lawmatics

Lexicata lacked any automation features and the email marketing campaigns were difficult/impossible to get going as they were done through MailChimp. Appointment booking, invoicing, reporting etc were all non-existent or very basic compared to Lawmatics.

Nate

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed August 2023

Lawmatics CRM

Lawmatics is a relatively niche CRM that is relatively good.

PROS

The CRM UI is over all well thought out and clean. The Custom Forms builder is over all well designed and versatile. The activity log is easy to read and understand. The support staff are understanding and respond in a reasonable time.

CONS

The automations system in Lawmatics was one of the primary reason that our company decided to use Lawmatics. Using it has been a series of endless work arounds. While the interface is okay, achieving the desired end always requires multiple stop gap measures. What attributes of a matter can be changed by an automation are severely limited. The only way to use the automations is generally to supplement by using multiple custom forms and Zaps through Zapier to make the automation work as desired. Because of this, automations are a Gordian knot. It is easy to get to cause unforeseen errors. This is in part because there is no testing server. All changes to the system are live fire. This has caused issues on a few occasions. In addition to this, the calendar system is less than optimal. Booking internally works well most of the time, but there is no way to send a booking request that doesn't allow for potential abuse from a external user.

Reason for choosing Lawmatics

Internal Automations

Reasons for switching to Lawmatics

Filevine isn't a CRM. We still use it for Case Management.

Rolie

Law Practice, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2023

Saves Time and Effort

It has been great overall; still learning the system.

PROS

The CRM is built specifically for the legal industry. The options to create a streamlined intake process, which allows leads to be convert to hired clients. The automation process allows for firms to save valuable time and effort for redundant tasks.

CONS

The system is robust; there is a learning curve with implementation of documents/assets/forms. The support staff is incredible, and the Lawmatics University is a great resource to learn the system, but it takes time to build out and customize the platform for individual firms.

Reasons for switching to Lawmatics

Clio Grow did not provide my firm with the value that Lawmatics offers.

Abigail

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2023

Lawmatics is a great CRM sofware

Overall, our experience with lawmatics has been great. We are solving a lot of our client follow-up issues with automations, as well as client data tracking and client intake.

PROS

We have been very happy with using Lawmatics to manage all of our client contacts and has helped streamline our case management. It allows us to send clients automatic emails, which helps move them through our client pipeline and follow up with clients without having to do so manually. Lawmatics has also been great for implementing KPI tracking and allowing us to easily enter data for each client and generate spreadsheets with different clients that fall within certain parameters.

CONS

We have had some issues with matters duplicating. We also really appreciated that when we first started using lawmatics, we had someone who was incredibly knowledgeable about the software, as our only contact. He was familiar with our processes and work, so it was easy to work with him and get help. Support now feels like it has dwindled because we are not always working with the same person.

Reasons for switching to Lawmatics

We switched to Lawmatics from Lexicata (before it was clio grow). We made the switch because we wanted the option to customize more and a comprehensive CRM.

Claire

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Excellent CRM for Law Firms

Customer service and training is excellent and overall the product has been a boon to our practice.

PROS

By keeping all matter information in one place and through the use of automations, Lawmatics makes it easy to stay top of mind with leads, streamlines the intake process, and saves us time in form and document creation. Now nothing falls through the cracks.

CONS

It did take time to get our forms and documents in a state where they could be easily templated and some I am still not comfortable sending through automation, but I think that is part of the process with any CRM system and the time invested has been worth it.

Joshua

Law Practice, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Lawmatics Review

PROS

It's easy to use and customize, and the customer service available is so helpful. The onboarding process was a breeze as well.

CONS

I've built my practice with Lawmatics from the start. Every time that I've had a con or negative item, I've been able to fix it or customize it to meet the need.

Christopher

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2023

Amazing Product - Excellent Service!

Having an MBA in Computer Engineering, and over 20+ years of experience in the legal field, the Lawmatics experience has been above and beyond anything else I have experienced or support.

PROS

Lawmatics has increased our ability to bring in new clients by over 150%, while reducing ongoing costs of paying staff to do the same function. Would not recommend anything else.

CONS

The reporting features beyond intake is lackluster and needs to be worked with.

Devin

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Great CRM for law firms

PROS

Great way to automate many parts of a law firm

CONS

A bit of a learn curve to understand the system

Brooklyn

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed August 2023

The features are great, the customer service is starting to fall

PROS

The event feature and pipeline are great to keep everyone organized and on task

CONS

The customer service went from an individual who would be able to help with any issue, to a team of generic associates who often have to have everything explained that had been previously set up by our account manager and now it takes much longer and more frustrations to get questions answered

Anonymous

2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed July 2023

Why bother?

Lawmatics bills itself as the lawyer's answer to Infusionsoft. It may work for a very small firm that doesn't know what Infusionsoft is (or Hubspot, or Zoho, or Salesforce,...) but the more we use it, the more we regret it. It's one more example of legaltech taking lawyers for a ride and providing worst-in-class service that would never be tolerated from other industries.

PROS

Friendly onboarding, and the site is slick so impresses the non-tech employees (when it's working). The pipeline is a good visual indicator of where things are. The activity log on a case, especially the "last contact" data is key to client relations. The one good thing that it has that Clio Grow didn't when we switched is the ability to follow the law on emails. You can set an email as promotional and have an unsubscribe.

CONS

It feels like a beta project from one developer and a few contractors who don't talk to each other. Much like Clio, it promises many things, but if you dig too deeply, you find out that the features are half-baked at best. They rolled out billing with a payment plan, but the invoice sent to clients on a plan is confusing and doesn't ask for the amount due now. It's for the entire amount!They rolled out time-based tasks (which should be table stakes for a sales pipeline), but you can't automate adding a task due in a few hours, only 1 day or more. Automations which should be easy are impossible because of the simplistic way that the automations have been implemented. (Why can't I add a tag based on a picklist?)We've had constant issues with email being sent multiple times or being sent hours late, and their response is that it's a Microsoft problem. Microsoft's logs don't support that. Speaking of -- there's no Teams or PowerAutomate support.

Reason for choosing Lawmatics

Team was already familiar with it.

Reasons for switching to Lawmatics

Promises of automations, integrated billing and task management.

Anonymous

2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2023

Improves efficiency daily

We are able to quickly make call backs and sync to our other app. There have been glitches lately with syncing and movement of leads and completed referrals, but Customer Support was able to quickly address my questions and concerns while fixing on their end or offering quick and clear instructions to fix.

PROS

I have learned how to be very efficient when completing intakes while using the various features of Lawmatics. I learned by trial and curiousity. It's easy to navigate with little experience and proficiency was quick for this older user after minimal training and my own investigation.

CONS

I'd like to be able to search with a phone number in any way- or to have duplicate leads highlighted.

Dakota

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

Changing Intake Management for Law Firms

It has organized our intake management and reporting to a new level. This helps us focus on other work.

PROS

The immense amount of automation you can create is incredible. Automated emails, and texts inside or outside of the organization. Built in scheduling functions for consultations that allow the client to choose a time without contacting the firm.

CONS

WE had growing pains as we start with the as they were a very young company. They have come a long way in the past two years.

Wendy

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

Great Product!

Overall, it is easy to use and navigate. Love the ability to log and capture all client contact, calls, and email integration. Invoicing and trust account management is also streamlined well.

PROS

Very easy to use, database of contacts is very helpful and easy to manuever. Reporting is very helpful to our firm in managing our client needs.

CONS

Billing is a new feature and can use a few improvements for ease of use. I have suggested a few enhancements to support such as adding check number as an option when recording check payments.

Reasons for switching to Lawmatics

Admin decision by practice manager

Nia

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Thank You Lawmatics For Making Intake A Great Experience!

Lawmatics has definitely made my job as an intake specialist a lot easier and for that I am grateful! I am able to use this resource everyday to ensure our clients are taken care of quickly and efficiently. I can really see this software developing into something even more than it already is and being a resource that I can turn to for almost anything in our practice!

PROS

The feature that makes this software the most useful in my job description is definitely the intake form being conjoined with scheduling. Its nice not to have to click back and forth between multiple different applications in order to schedule our clients and being able to do these things quickly and efficiently so we are not making our clients wait. It also makes it nice to not have to add anything to the outlook calendar from there and just having anything scheduled on lawmatics syncing to our calendars naturally.

CONS

The thing I like the least is definitely the referrals system. I wish there was an inner network within Lawmatics that allowed us to send and receive referrals right there on the platform. It would be nice to switch straight from the intake form and find a firm internally via Lawmatics so I can just send the data that I input into Lawmatics to the other firm without having to redo my work and descriptions for the clients.

Alexandra

Legal Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Why we use Lawmatics

PROS

We like that the intake process for potential clients is easy and straight to the point. It captures every detail that we may need to get them started with us for a consultation. We love how it could sync each created event to Clio Manage and how easy it was to sync each client's matter over to Clio without us having to recreate it.

CONS

The automation is a bit confusing. If there weren't any builders in Lawmatics, I don't think regular people like us at a firm would know how to do it.

Reason for choosing Lawmatics

At the time between Clio Grow and Lawmatics, Lawmatics had much more powerful tools that were offered to us so we decided to give it a try.

Michelle

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Perfect CRM for a law firm

Their support is fast and friendly. Once you're setup, it's easy to use and has great reporting customization

PROS

Ease of onboarding. Easy to create emails, forms, etc.

CONS

During implementation, it was difficult to distinguish between the different contacts (client, contact, matter) within the system

Reason for choosing Lawmatics

Cost, features, and support

Reasons for switching to Lawmatics

Cost

Anonymous

11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

Powerful but easy to use marketing automation

More than anything Lawmatics helps me instantly engage the inbound leads that I get from my marketing program. It helps me convert those leads into clients at a higher rate than if I relied solely on a person reaching out.

PROS

What I like most about Lawmatics is the combination of the powerful features that are available to me but with an ease of use that makes setting up potentially complex workflows a breeze.

CONS

It's still a relatively young product, and one of the things that I'm looking forward to is the increasing amount of integrations from other software to lawmatics. It already has a pretty robust set that integrates natively (and is very easy to set up), and more and more are being added which is a great sign from the market, which makes me feel confident that I made the right choice.

Reason for choosing Lawmatics

Because it was easy to set up and easy to use. Customer support is also super responsive.

Jim

Law Practice, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Very pleased with Lawmatics

Overall, I have been extremely pleased with Lawmatics. I recommend the platform to any law firm that is interested in achieving efficiency.

PROS

The automations that Lawmatics provide are a game changer!

CONS

I have not encountered any aspect of Lawmatics that I am unhappy about.

Reason for choosing Lawmatics

I choose Lawmatics over other platforms due to its ease of use, available features, and helpful customer service.

Anonymous

2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2022

Couldn't figure it out

This product may be good for a firm that does just a few things- may criminal law and family law- just individuals (not businesses) Otherwise, it has been an overall source of aggravation. Right now, it functions entirely as web form-- I paid for an entire second year thinking I would figure it out- plan to cancel. Integration with Rocketmatter doesn't really work--

PROS

The hope of what it could do. I was told it could do everything- didn't know I needed a computer engineering degree. Even forms set up by LM didn't work....

CONS

It is too complicated. The setup takes quite a bit of thought and structure. It took me about three-four months to get it to do a few things in automation. There are a lot of variables in our firm and so you end up with a multitude of automations and keep track. Then the software changes and you must modify the set up or it won't work and clients complain.

Reason for choosing Lawmatics

I thought it would do everything I needed.

Geoffrey

Law Practice, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

Law firm Feedback

Experience is positive and customer service is always helpful and responsive.

PROS

Pipeline management helps intake see exactly who they've been speaking with.

CONS

The reporting is fully customizable, but would appreciate it more if also came with 5-10 basic reports any law firm would want.

Brenda

Law Practice, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2023

Just my thoughts

Overall, love where Lawmatics is now and where they are headed

PROS

I like that Lawmatics is an ever evolving system.

CONS

I am still a bit disappointed with emails and with the limited customization for the booking feature.

Reasons for switching to Lawmatics

Clio Grow is missing features.

Michelle

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Great CRM

It's helped us to stay in touch with our leads and clients.

PROS

I like the ability to have detailed reporting, tracking, and automations.

CONS

I wish they had an app and a more mobile friendly website.

Reasons for switching to Lawmatics

More options, better analytics.

Jessica

Law Practice, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2023

Cookman Law: Jessica Ponterio Review

PROS

I like there is a contact databased along with tags to make it easier to categorize and connect to clients.

CONS

I dislike how it isn't always efficient to call clients as I have to use my personal phone number for clients to return calls.

Amy

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Customer Service is very responsive!

PROS

I like that it helps us run all of our matters in our practice and keep workflow moving forward. Also, as a CRM it is helpful to us to track prospective clients. Whenever I have a problem, customer service is very responsive and works directly with me to solve the problem.

CONS

I would like the reporting features to expand a little bit, I need to do more forecasting than I can right now. I hope that is coming.

Showing 1 - 25 of 35 Reviews