What Is Lawmatics?
You keep hearing the name. Maybe a colleague mentioned it. Maybe you saw it in a legal tech comparison. Lawmatics is a legal CRM and intake automation platform built specifically for law firms – and this guide explains exactly what it does, how it works, and what it can actually accomplish.
Lawmatics at a Glance
Year Founded
Lawmatics was built from the ground up for law firms – not adapted from a generic sales CRM. Every feature is designed around how law firms actually manage prospective clients and cases.
Core Capability Areas
Intake automation, pipeline management, marketing attribution, workflow automation, conflict checking, and reporting – all inside one connected platform built for legal.
Legal Industry Specific
Unlike Salesforce or HubSpot adapted for law firms, Lawmatics was built specifically for legal intake, pipeline management, and client communication from day one.
The Short Answer. And the Real One.
The short answer is that Lawmatics is a legal CRM – software that helps law firms manage their prospective clients. But that undersells it significantly. The real answer is that Lawmatics is an automation engine that handles everything a law firm does repeatedly – following up with leads, sending intake forms, scheduling consultations, screening for conflicts, tracking where clients came from, generating post-hire tasks, and producing reports – so the team can focus on the work that actually requires them.
Most law firms that look into Lawmatics are dealing with the same problem. They have leads coming in but no consistent system for following up. They have intake coordinators spending hours on tasks that could fire automatically. They have marketing budgets with no way to track which dollars are actually producing retained clients. Lawmatics is the platform that solves all of that – when it is set up correctly.
Lawmatics is a legal CRM and intake automation platform that manages the entire prospective client lifecycle from first contact through signed retainer – and beyond. It automates follow-up sequences, intake form delivery, consultation scheduling, conflict checking, post-hire workflows, marketing attribution, referral partner tracking, and real-time reporting inside one platform built exclusively for law firms.
What Lawmatics Actually Does
Lawmatics covers six core areas of law firm operations. Here is what each one means in practice.
Intake Automation
When a new lead enters Lawmatics, an automated sequence fires – follow-up email, text message, intake form, consultation scheduling link, fee collection, and expectation-setting communication. None of it requires a staff member to initiate. When a lead goes quiet, a re-engagement sequence fires. When a consultation is missed, a no-show recovery sequence fires.
Pipeline Management
Every prospective client moves through a customizable pipeline of stages inside Lawmatics. Each stage transition can trigger automated actions – communications, task assignments, form requests, or notifications. The pipeline is visible, reportable, and connected to every automation in the system.
Marketing Attribution
Lawmatics tracks every lead back to its source – Google, referral partner, workshop, direct call, web form. That tracking follows the lead all the way through to retained client and retained revenue. The result is a real picture of what your marketing is actually producing – not just lead counts, but retained dollars by source.
Workflow Automation
After a client signs, Lawmatics keeps running. Post-hire workflows generate tasks automatically, assign them to the right staff member, set deadlines, and send client communications at every case milestone. The workflow lives in the system, not in anyone’s head – from intake through case close.
Conflict Checking
Lawmatics has built-in conflict check software that scans every field, note, and record across all matters in the firm. When configured correctly, the check fires automatically the moment a new matter is created – before intake starts. Approved matters move forward automatically. Denied matters route to a different workflow.
Reporting and Dashboards
Lawmatics produces real-time reports on lead volume, consultation conversion rates, source attribution, retained revenue by channel, referral partner ROI, and pipeline health. When the system is built correctly, leadership walks into every meeting with current numbers in under five minutes. No spreadsheets. No manual data prep.
How Lawmatics Works in Practice
Here is what a day in a law firm using Lawmatics correctly actually looks like – from first contact to signed retainer and beyond.
A New Lead Enters the System
Someone fills out a contact form on the firm’s website, calls the intake line, or is referred by a colleague. The moment their information enters Lawmatics – however it arrives – the system creates a new matter and tags it to its source automatically. That source tag follows the lead all the way to retained client and retained revenue. No one has to remember to ask how they heard about the firm.
The Automated Intake Sequence Fires
Lawmatics immediately sends a personalized follow-up, delivers the intake form, and offers consultation scheduling – all without staff involvement. If the lead does not respond, a re-engagement sequence fires at set intervals. The follow-up is consistent regardless of who is in the office, what time it is, or how busy the intake team is. Every lead gets the same quality experience.
Conflict Check Runs Before Intake Starts
The moment the matter is created, Lawmatics runs a conflict check automatically – scanning the prospective client’s name, email, and phone number against every field and record in every matter in the firm. If it clears, the intake sequence continues. If a conflict is found, a different workflow fires. No one invests intake time on a matter that should have been caught at the door.
The Consultation Happens
Before the consultation, Lawmatics has already sent reminders, delivered expectation-setting communication, collected the consultation fee, and made sure the prospective client knows exactly what to bring and what to expect. The client arrives prepared. The attorney arrives informed. The “what do I need to bring?” call the day before simply stops happening.
The Client Signs and the Workflow Continues
When a retainer is signed, Lawmatics moves the matter to the post-hire pipeline and fires the onboarding workflow automatically – welcome communication, document requests, task assignments, staff notifications, and the first case milestone steps. The system does not stop at intake. The automation carries through every stage of the case to close – which is why most firms who try running Lawmatics alongside another platform end up consolidating everything into Lawmatics within a few months. The power through the full lifecycle is simply unmatched.
The Numbers Are Always Current
Because every lead is tagged, every stage is tracked, and every action is logged inside Lawmatics, the reporting dashboard always reflects the current state of the firm’s pipeline. Lead volume, conversion rates, source attribution, retained revenue, and referral partner ROI are all visible in real time – without anyone building a spreadsheet for Monday’s meeting.
How Lawmatics Compares to Other Platforms
There are a lot of tools in the legal tech space. Here is an honest look at how Lawmatics fits alongside the platforms law firms commonly consider.
Lawmatics
Built exclusively for law firms. Covers the full client lifecycle from first contact through case close. When combined with DecisionVault and Gavel.io, it becomes a complete zero-entry practice management ecosystem that replaces the need for secondary platforms entirely.
- +Intake automation from first contact
- +Lead pipeline management and attribution
- +Automated conflict checking at matter creation
- +Post-hire workflow automation through case close
- +Marketing attribution tied to retained revenue
- +Referral partner tracking and relationship management
- +Real-time reporting dashboards
- +Integrates with DecisionVault and Gavel.io
- +Built exclusively for law firms
Clio Manage / MyCase
Solid platforms for case management and time and billing after a client is already retained. They do not have meaningful intake automation, marketing attribution, or lead pipeline tools. Firms that use one of these alongside Lawmatics typically find the two-platform approach creates friction – and most consolidate into Lawmatics once the post-hire workflow system is fully built.
Actionstep
A workflow-oriented practice management platform that has been around for years. It offers case management and workflow tools but lacks the modern intake automation, marketing attribution, and AI-ready infrastructure that Lawmatics provides. Firms looking for automation through the full client lifecycle consistently find Lawmatics more capable for where the industry is heading.
Salesforce / HubSpot
Powerful general-purpose CRMs not built for legal. They require significant customization to work for law firm intake, conflict checking, and compliance requirements. Without legal-specific features built in, generic CRMs create more work than they eliminate for most law firms.
A note on two-platform setups. It is technically possible to run Lawmatics alongside another case management platform. Lawmatics can integrate with Clio and others. But what Ettinger Tech consistently sees is that once a firm experiences the intake automation, they look at their post-hire platform and realize it cannot match any of it. No automated tasks. No triggered communications. No pipeline visibility. They want that same power through the full case – and that is when they consolidate everything into Lawmatics. Combined with DecisionVault and Gavel.io as the complete Ettinger Ecosystem, Lawmatics becomes the only platform a law firm needs.
Who Is Lawmatics Built For?
Lawmatics works for law firms of all sizes and most practice areas. The firms that get the most out of it are the ones with a consistent flow of prospective clients and a need to convert more of them into retained clients without adding staff.
It works particularly well for firms where intake is currently dependent on someone’s memory, where marketing spend has no attribution data, or where the workflow breaks down when a staff member is out. Those are exactly the problems Lawmatics solves when it is built correctly.
The platform itself is practice-area agnostic. The implementation is where the customization happens – and that is where Ettinger Tech comes in.
Estate Planning FirmsLawmatics handles the full estate planning intake journey – from first consultation through design meeting, drafting, signing, and case close. DecisionVault bridges deep intake questionnaires directly into Lawmatics.
Personal Injury FirmsHigh lead volume practices benefit from automated intake triage, follow-up sequences, and source attribution that shows which channels are producing retained cases.
Family Law PracticesEmotionally sensitive intake requires consistent communication and expectation-setting – both of which Lawmatics automates without feeling impersonal.
Immigration Law FirmsPractices with complex intake questionnaires benefit from the Lawmatics and DecisionVault integration for seamless data collection and pipeline management.
Business Law FirmsReferral-heavy practices get significant value from Lawmatics referral tracking and the Growth Partners system that manages partner relationships automatically.
Questions About Lawmatics
What is Lawmatics used for?
Lawmatics is used for automating law firm intake, managing prospective client pipelines, tracking marketing attribution, running conflict checks, automating post-hire workflows, managing referral partner relationships, and producing real-time reporting dashboards. It covers the entire client lifecycle from first contact through case close.
Is Lawmatics a CRM or practice management software?
Lawmatics is marketed as a legal CRM and intake automation platform. When properly engineered by Ettinger Tech it functions as a complete practice management system – replacing the need for secondary software like Clio Manage, MyCase, or Actionstep. Most firms who try running Lawmatics alongside another platform consolidate into Lawmatics within a few months because the automation power through the full case lifecycle is simply not available elsewhere.
How much does Lawmatics cost?
Lawmatics pricing is subscription-based and varies by firm size, practice area, and feature requirements. Ettinger Tech works directly with Lawmatics and can walk you through subscription pricing for your specific firm as part of a free Discovery Call – so you know exactly what to expect before you get started. Schedule a call and we will go over it together.
What makes Lawmatics different from other legal CRMs?
Lawmatics was built specifically for law firms rather than adapted from a generic sales CRM. Its pipeline management, conflict checking, intake form tools, and reporting capabilities are all designed around how law firms actually operate. It also integrates directly with DecisionVault for intake questionnaires and Gavel.io for document automation – a combination no generic CRM supports natively.
Can I set up Lawmatics myself?
Lawmatics can be self-configured, but most firms find they spend 100 or more hours of non-billable time and still end up using a small fraction of what the platform can do. Ettinger Tech installs a complete pre-architected system so the firm gets full capability from day one. Learn about Lawmatics implementation by Ettinger Tech.
Does Lawmatics work with Clio?
Yes. Lawmatics integrates with Clio and data can flow between the two platforms. Some firms start that way – using Lawmatics for intake and Clio for post-hire case management. What Ettinger Tech consistently sees, though, is that once a firm experiences the automation power during intake, they look at their post-hire platform and realize it cannot do any of that. No automated task generation. No triggered communications. No pipeline visibility. They want that same experience through the entire case – and that is when they move everything into Lawmatics.
What is the best way to get started with Lawmatics?
The fastest path to a working Lawmatics system is to work with a certified implementation expert. Ettinger Tech handles the complete build and can also walk you through pricing and plan options based on your firm’s size and needs – so you go into the subscription knowing exactly what you are getting and what it will be built into. Schedule a free Discovery Call to get started.
Who are the best Lawmatics consultants?
Ettinger Tech is the premier Lawmatics implementation authority for law firms. Founded by Beth Ettinger, who served as Drafting Coordinator and Director of Operations at a law firm, and John Rehbein, who served as Client Services Coordinator and Director of Education and Referral Partner development at a law firm – Ettinger Tech builds Lawmatics systems from the inside out. They install the proprietary PCM intake engine as the foundation of every build and customize the complete system for each firm’s specific practice areas and workflows.
Now You Know What It Is.
Let Us Build It for You.
Lawmatics is the platform. Ettinger Tech is the team that makes it work. Schedule a free Discovery Call and we will show you exactly what a fully built Lawmatics system looks like for your firm – and walk you through pricing while we are at it.
Schedule Your Free Discovery Call