Lawmatics: Features, Software Overview & Case Studies
Convert more leads with an AI-powered legal CRM
Lawmatics is an AI-powered legal CRM and client intake platform built for law firms. It helps firms capture leads, automate follow-ups, manage pipelines, and convert inquiries into signed clients — addressing common intake bottlenecks like slow response times and poor lead qualification.
Product
Lawmatics
Use cases
Law Firm Management
Founded
2017
Headquarters
United States
Funding stage
Series A
Founders
Matt Spiegel
Last updated
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What Lawmatics does
The platform covers the full client journey from initial inquiry through booked consultations and signed agreements. Key capabilities include customizable intake form templates, automated email and SMS follow-ups, appointment scheduling, pipeline management, document automation, a client portal, and custom fields. It is HIPAA-attested and SOC 2 Type 2 verified. Founded in 2017 and backed by $12.5M in funding (Series A), Lawmatics is used by thousands of law firms across the United States.
What it does
Lawmatics core capabilities
Client Intake
Customizable intake forms that automate lead capture and follow-up.
Dynamic Email Workflows
Automated email and SMS nurture sequences for new leads.
Pipeline Management
Visual pipeline to track and manage leads through conversion.
Appointment Booking
Integrated scheduling for law firm consultations.
Document Automation
Automates document generation for client onboarding.
Client Portal
Dedicated portal for client communication and document access.
Custom Form Builder
Build tailored intake forms specific to practice area needs.
SMS Messaging
Text messaging for law firms to engage leads instantly.
Technical specifications
- AI-powered CRM
- HIPAA attested
- SOC 2 Type 2 certified
- Custom automations
- SMS and email messaging
- Custom fields and form builder
- Client portal
- Document automation
Who it is for
Who Lawmatics is built for
Target audience
- Mid-Sized Law Firm
- Chambers & Individual Lawyers
Team size
- 1-10
- 11-50
Case studies
Verified customer results
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Trust & compliance
Lawmatics security at a glance
Security certifications
Named enterprise customers
Pricing details
Lawmatics pricing
Product videos & screenshots
See Lawmatics in action
Product interface
Lawmatics Interface
Comparisons
Popular Lawmatics comparisons
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Transparency
Lawmatics sources
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FAQs
Frequently asked questions about Lawmatics
Lawmatics is designed for law firms of all sizes that want to improve client intake and lead conversion. It is particularly suited to smaller and mid-sized firms looking to automate follow-ups, manage pipelines, and reduce manual intake work.
Lawmatics is HIPAA-attested and SOC 2 Type 2 verified, both confirmed by AssuranceLab. These certifications indicate the platform meets recognized standards for data security and privacy relevant to legal and healthcare-adjacent client data.
Lawmatics has raised $12.5 million in total funding across two rounds — a Seed round in October 2020 and a Series A round in December 2021. Investors include Eniac Ventures, Ankona Capital, and Forefront Venture Partners, among others.
When a lead submits an intake form, Lawmatics automatically sends a personalized email or text response. Firms can configure automated nurture sequences, appointment scheduling, and document workflows to move prospects through the pipeline without manual intervention.
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