DecisionVault
Lawmatics
Gavel.io

What Is Lawmatics?
Legal CRM, Intake & Workflow Automation

Lawmatics is a legal CRM and automation platform designed for law firms. It can manage intake, follow-up, scheduling, communications, pipeline movement, marketing attribution, drip campaigns, workflow automation, reporting, and post-hire processes, while serving as a central hub for the client journey.

See What Lawmatics Does Lawmatics Implementation
Built for Law Firms Lawmatics is designed around legal intake, prospective clients, matters, communications, and law firm workflows.
CRM and Intake Manage prospective clients, forms, scheduling, follow-up, pipeline stages, communications, and source information in one system.
Workflow Automation Automations can move work forward, create tasks, send communications, request information, and support staff handoffs.
Beyond Intake Lawmatics can also be configured to support post-hire workflows, reporting, tasking, and broader law firm operations, including use as a practice management system.

The Short Answer

Lawmatics is software that helps law firms organize and automate the journey from a new inquiry through consultation and hiring. It gives the firm a structured place to manage prospective clients, communications, forms, appointments, pipeline stages, source information, and automation.

The important part is that Lawmatics does not have to stop when the client hires. A firm can also use it for post-hire matter progression, tasking, communications, reporting, billing-related workflows, and closing processes when those workflows are designed into the system.

Law firm professional learning about Lawmatics legal CRM and workflow automation
A practical definition

Lawmatics is a legal CRM and workflow automation platform that can connect intake, communications, pipeline management, reporting, and post-hire processes in one system. What makes it different is its automation engine, which can move matters forward, trigger communications, assign tasks, request information, and start the next step automatically based on what happens inside the firm’s workflow.

What Lawmatics Actually Does

The exact setup varies by firm, but these are the major areas Lawmatics can support when the system is configured around the firm’s process.

Prospective Client Intake

Capture new inquiries, collect information, send forms, schedule consultations, manage follow-up, and move prospective clients through a defined intake process.

CRM and Pipeline Management

Organize contacts and matters, track where each prospective client is in the process, assign ownership, and use stages to drive the next steps.

Workflow Automation

Use triggers and conditional logic to create tasks, send communications, request information, update records, and move work forward without relying entirely on staff memory.

Email, Text and Nurture Campaigns

Run automated email and text follow-up, drip campaigns, reminders, nurture sequences, and marketing communications alongside appointment scheduling. For some firms, this can reduce or eliminate the need for a separate email marketing platform such as ActiveCampaign or Mailchimp.

Marketing Attribution and Reporting

Track lead sources, campaigns, referral sources, pipeline activity, conversions, and retained business so the firm can see what is actually producing results.

Post-Hire Workflows

Lawmatics can continue after intake with matter stages, tasking, staff handoffs, communications, reporting, billing-related workflows, and closing processes.

How Lawmatics Can Work in Practice

A Lawmatics workflow can follow the client journey from the first inquiry through post-hire operations. The exact steps depend on the way the firm works.

New Inquiry

A prospective client enters the system and the firm captures the information and source data it needs to begin the process.

Intake

Forms, qualification steps, follow-up, scheduling, reminders, and other intake actions can be organized and automated.

Consultation

Lawmatics can support appointment communication, preparation, follow-up, and movement toward a hiring decision.

Client Hires

The workflow can continue into onboarding, staff handoffs, document requests, task creation, and post-hire matter stages.

Ongoing Visibility

Pipeline and operational reporting can help the firm understand intake, matter progression, sources, conversion, and workflow activity.

Is Lawmatics a CRM or a Practice Management System?

Lawmatics is primarily known as a legal CRM and intake automation platform. That is where many firms first encounter it.

But the platform can support much more than prospective client intake. Ettinger Tech configures Lawmatics for post-hire matter progression, tasking, communications, reporting, billing-related workflows, and closing processes as well.

Whether a firm uses Lawmatics alongside another practice management system or uses Lawmatics for more of the post-hire process depends on the firm’s needs, workflows, billing requirements, integrations, and how the system is configured.

CRM Prospective clients, contacts, pipeline stages, source tracking, follow-up, relationship management, drip campaigns, and marketing email and text communications.
Intake Automation Forms, scheduling, reminders, communications, qualification steps, and movement through the intake process.
Post-Hire Use Matter progression, tasking, handoffs, communications, reporting, billing-related workflows, and closing processes can be configured in Lawmatics.

Where Lawmatics Fits in the Legal Tech Stack

Lawmatics does not have to operate as an isolated tool. In many firms, it can serve as the central hub and source of truth for the client journey, coordinating intake, communications, workflows, reporting, tasking, marketing activity, and post-hire processes in one connected system.

Ettinger Tech builds connections between Lawmatics, DecisionVault, and Gavel.io so structured information collection, workflow automation, marketing activity, reporting, and document automation can work together around that central system.

For the broader system, visit the Legal Tech Stack.

Lawmatics CRM, intake, workflow automation, marketing attribution, drip campaigns, email and text marketing, communications, reporting, and post-hire process management.
DecisionVault Structured client information collection for estate planning and related workflows.
Gavel.io Document automation that can use the information the firm has already collected.
Firm Operations Staff ownership, tasking, client communication, reporting, and process visibility around the system.

What Kinds of Law Firms Can Use Lawmatics?

Lawmatics can be implemented across many practice areas and firm structures. Ettinger Tech has its deepest experience in estate planning and elder law, but the same intake, workflow, automation, reporting, and post-hire system design can be adapted for other legal practices.

Estate Planning and Elder Law

Our deepest experience. Lawmatics can connect intake, planning, post-hire workflows, communications, reporting, DecisionVault, and Gavel.io around the firm’s process.

Firms of Any Size

Solo, mid-sized, or high-volume firms can use automation to save time, reduce repetitive work, and keep matters moving without adding unnecessary staff.

Referral-Driven Firms

Track referral relationships, connect them to retained matters, and automate the follow-up that keeps those relationships active.

Multi-Stage Client Journeys

Build meetings, handoffs, approvals, document requests, and follow-up into repeatable workflows so the next step happens automatically.

Firms Replacing Manual Processes

Lawmatics can act like a silent employee, standardizing work and helping deliver the firm’s signature client experience consistently every time.

Firms Expanding Beyond Intake

Use Lawmatics as a practice management system for post-hire workflows, reducing duplicate records, duplicate entry, and disconnected handoffs.

What Lawmatics Is Not

Understanding the limits is just as important as understanding the capabilities.

It Is Not a Finished Process Out of the Box Lawmatics provides the tools, but the workflows still need to be designed around the firm. Intake, handoffs, ownership, automation, reporting, and post-hire work all depend on how the firm wants to operate.
It Is Not Only an Intake Tool Lawmatics is just as capable after a client hires. The same automation engine can power post-hire workflows, tasking, communications, reporting, and practice management processes.
It Is Not Automatically the Only Software a Firm Needs Some firms use Lawmatics with other systems. Others move more intake, post-hire work, reporting, and practice management into Lawmatics. Ettinger Tech helps determine what should live in Lawmatics and what should stay connected through integrations.

Keep Exploring Lawmatics

Want to go deeper? Explore how Lawmatics can be implemented for intake, workflows, conflict checks, practice management, and a connected legal tech stack.

Lawmatics Implementation Services Intake PCM Workflow Law Firm Workflow Management Lawmatics Conflict Check CRM for Estate Planning Legal Tech Stack DecisionVault Gavel.io

Questions About Lawmatics

Direct answers to the questions law firms commonly have when they are first evaluating Lawmatics.

What is Lawmatics? +
Lawmatics is a legal CRM, automation platform, and central hub for law firms. It can manage intake, follow-up, scheduling, communications, pipeline movement, marketing attribution, drip campaigns, reporting, workflow automation, and post-hire processes in one connected system.
What does Lawmatics do for a law firm? +
Lawmatics helps law firms automate and standardize repeatable work across the client journey, including intake, follow-up, scheduling, communications, task creation, pipeline movement, marketing attribution, reporting, and post-hire workflows. It helps the firm deliver its signature client experience consistently every time, while keeping work moving and reducing manual effort.
Is Lawmatics a CRM or practice management software? +
Lawmatics is best known as a legal CRM and intake automation platform, but it can also be configured as a practice management system for post-hire workflows, tasking, communications, reporting, billing-related processes, and matter progression. Some firms use it alongside other platforms, while others move more of their operations into Lawmatics to reduce duplicate records, duplicate entry, and disconnected handoffs.
Can Lawmatics support work after a client hires? +
Yes. Lawmatics can be configured to manage post-hire work as a practice management system, using the same automation engine that powers intake. It can create and assign tasks, send communications, move matters through stages, support billing-related processes, reduce duplicate records and data entry, and keep the firm’s signature client experience consistent after the client hires.
Does Lawmatics work with other legal technology? +
Yes. Lawmatics can serve as the central hub and source of truth in a connected legal tech stack. Ettinger Tech builds workflows that connect Lawmatics with tools such as DecisionVault and Gavel.io so intake, structured information collection, workflow automation, marketing activity, reporting, and document automation can work together around one central system.
Can a law firm set up Lawmatics itself? +
Yes. A firm can configure Lawmatics on its own, but there is a learning curve and a lot of system design behind a strong build. Ettinger Tech already knows the platform inside and out, which can save a firm dozens or even hundreds of hours spent learning, testing, rebuilding, and figuring out how fields, pipelines, forms, automations, reporting, integrations, and post-hire processes should work together. Learn about Lawmatics implementation.
Where should a law firm start with Lawmatics? +
Start by defining how the firm handles inquiries, intake, consultations, hiring, post-hire work, communications, reporting, and handoffs. From there, decide what should be automated, standardized, managed in Lawmatics, or connected through the broader legal tech stack. If you want help figuring out the best path, schedule a Discovery Call with Ettinger Tech and we can talk through your current process, goals, and what you want Lawmatics to handle.

Ready to See What Lawmatics Could Do for Your Firm?

If you are evaluating Lawmatics, starting a new implementation, or trying to make an existing account work better, explore our Lawmatics implementation services or schedule a Discovery Call. Bring us your questions, wish list, pain points, and current process, and we will help you understand the best path forward.

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