Lawmatics

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.

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.

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.

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.