First Time User’s Guide to Lawmatics

Whether you’re a fresh face in the legal scene or a seasoned pro, the challenges of managing a legal practice are ever-present. In the quest for a solution that caters to both solo and small law firms looking to grow their business and larger firms aiming to streamline their operations, Lawmatics has the solutions.  

Lawmatics is a legal practice management platform designed to meet the needs of legal professionals at every stage in their careers. Exploring new CRM software can be daunting, so we want to help you take it one step at a time. This guide is here to walk you through the essential features and functionalities of Lawmatics.  

Streamline Your Law Firm’s Needs with Lawmatics 

What sets Lawmatics apart from other CRM software? Lawmatics understands the unique needs of legal professionals, allowing them to align with specific practice areas. For example, if you have more than one practice area, it allows you to create more than one pipeline so you can have a pipeline for each one. It also allows you to monitor the success of lead generation efforts so that you can track conversions and find which lead generation methods are most successful for your firm. 

Lawmatics Core Features  

1. Efficient Lead Management: First and foremost, Lawmatics is known for its efficient lead management system. The platform allows you to capture leads and automatically enter your leads into your sales pipeline under the correct stage. Client information is properly organized in each intake, ensuring no potential client falls through the cracks.   
2. Automated Workflows: Attorneys juggle numerous tasks, from document creation to client communication. It can be hard to keep up with each client’s specific needs. Thankfully, Lawmatic’s workflow automation takes the load off by streamlining processes like document creation and task management- saving you time so you can focus on delivering top-notch legal services. Gone are the days of manually sending out a fee agreement via pdf for your clients to complete and send back. Lawmatics can automatically send them a form and automatically submit that form back to you. Making it easier for you and your client.  
3. Client Communication: Client communication doesn’t just stop at delivering the necessary forms and documents either… Lawmatics allows you to create targeted email campaigns and integrated scheduling tools to streamline appointment booking and client meetings. Their targeted email campaigns can nurture clients at any stage in the process, even unresponsive potential clients.  

Getting Started with Lawmatics 

1. Sign Up and Set Up: Begin by visiting the Lawmatics website and creating your account. Make sure to take a moment to customize your preferences according to your law firm’s needs. 

2. Explore the Dashboard: Get familiar with the dashboard. It’s your command center, offering a quick overview of crucial metrics, such as leads, clients, and active matters. 

3. Lead Management: Dive in by setting up automated intake forms on your website. These forms will allow you to capture client information effortlessly. Organize leads using Lawmatics segmentation tools based on practice areas or case types. 

4. Workflow Automation: Design automated processes for routine tasks. Using features like document generation and task management will help you save time and streamline your approach to your legal practice. 

5. Client Communication: Lawmatics makes client communication seamless. Explore email campaign tools to keep your clients up to date. You can also make use of the integrated scheduling feature to simplify appointment booking and client meetings. 

6. Analytics and Optimization: Leverage Lawmatics’ analytics tools to monitor performance, track lead conversion rates and financial insights. Using these optimization features will allow your firm to align with the evolving needs of your practice.   

You’re now ready to utilize the benefits of Lawmatics for your legal practice. Now here are a couple of tips we’ve picked up from our team’s own experiences… 

Our Tips for Success  

• Invest Time in Training- We highly recommend taking advantage of Lawmatics’ training resources. Having a good grasp on the software before jumping into things will save you a lot of confusion in the long run. Try out Lawmatics University, follow the Lawmatics blog, subscribe to their email updates, and check out the resources tab when you have questions!  
• Regularly Update and Optimize- Make sure to keep an eye on your setup even after you’ve successfully integrated it into your client database. Odds are that you will make small changes frequently over time, so it’s important to do detailed checkups to ensure that all assets are working together to provide a seamless experience.  
• Customize- While you can use Lawmatics solely for your client pipeline and task management, we recommend you use all the features you can. Take your email marketing to the next level by creating engaging nurture sequences for every stage! Lawmatics email campaign features allow you to insert videos, personalization, and everything you need to make your emails far from boring.  

Working with a new CRM system can be challenging. If you’re ready to switch to Lawmatics or ready to optimize your current Lawmatics account, the Cardinal Concepts marketing team can help. Contact Cardinal Concepts today.