Avis clients sur Lawmatics

Premium, Custimizable CRM that plays well with others!

Commentaires : Very positive. I have had multiple meetings with customer service when setting up and going live; they have always been very friendly and insightful when I provide ideas and questions. I have used the system with both MyCase and then with Filevine, and the "switch" was super easy, and it "just worked."

Avantages :

I like that it "just works" once set up with an onboarding specialist. I had the benefit of using some other CRM tools that were "similar," albeit more expensive and with a less-clean user interface. Lawmatics was customizable to my workflow

Inconvénients :

With so many bells and whistles and options - it can be daunting. If you have no CRM background and are unsure how your workflow and automations should look, that can be scary (though Lawmatics customer service can help here).

Outstanding CRM for Law Firms

Commentaires : Overall it has been excellent and the team are a pleasure to deal with. After searching for many years to find a suitable CRM/Practice Management tool, I am glad to say we are nw settled with Lawmatics and won't be leaving!

Avantages :

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.

Inconvénients :

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.

Why bother?

Commentaires : Lawmatics bills itself as the lawyer's answer to Infusionsoft. It may work for a very small firm that doesn't know what Infusionsoft is (or Hubspot, or Zoho, or Salesforce,...) but the more we use it, the more we regret it. It's one more example of legaltech taking lawyers for a ride and providing worst-in-class service that would never be tolerated from other industries.

Avantages :

Friendly onboarding, and the site is slick so impresses the non-tech employees (when it's working). The pipeline is a good visual indicator of where things are. The activity log on a case, especially the "last contact" data is key to client relations. The one good thing that it has that Clio Grow didn't when we switched is the ability to follow the law on emails. You can set an email as promotional and have an unsubscribe.

Inconvénients :

It feels like a beta project from one developer and a few contractors who don't talk to each other. Much like Clio, it promises many things, but if you dig too deeply, you find out that the features are half-baked at best. They rolled out billing with a payment plan, but the invoice sent to clients on a plan is confusing and doesn't ask for the amount due now. It's for the entire amount!They rolled out time-based tasks (which should be table stakes for a sales pipeline), but you can't automate adding a task due in a few hours, only 1 day or more. Automations which should be easy are impossible because of the simplistic way that the automations have been implemented. (Why can't I add a tag based on a picklist?)We've had constant issues with email being sent multiple times or being sent hours late, and their response is that it's a Microsoft problem. Microsoft's logs don't support that. Speaking of -- there's no Teams or PowerAutomate support.

Saves Time and Effort

Commentaires : It has been great overall; still learning the system.

Avantages :

The CRM is built specifically for the legal industry. The options to create a streamlined intake process, which allows leads to be convert to hired clients. The automation process allows for firms to save valuable time and effort for redundant tasks.

Inconvénients :

The system is robust; there is a learning curve with implementation of documents/assets/forms. The support staff is incredible, and the Lawmatics University is a great resource to learn the system, but it takes time to build out and customize the platform for individual firms.

Lawmatics is a great CRM sofware

Commentaires : Overall, our experience with lawmatics has been great. We are solving a lot of our client follow-up issues with automations, as well as client data tracking and client intake.

Avantages :

We have been very happy with using Lawmatics to manage all of our client contacts and has helped streamline our case management. It allows us to send clients automatic emails, which helps move them through our client pipeline and follow up with clients without having to do so manually. Lawmatics has also been great for implementing KPI tracking and allowing us to easily enter data for each client and generate spreadsheets with different clients that fall within certain parameters.

Inconvénients :

We have had some issues with matters duplicating. We also really appreciated that when we first started using lawmatics, we had someone who was incredibly knowledgeable about the software, as our only contact. He was familiar with our processes and work, so it was easy to work with him and get help. Support now feels like it has dwindled because we are not always working with the same person.

Improves efficiency daily

Commentaires : We are able to quickly make call backs and sync to our other app. There have been glitches lately with syncing and movement of leads and completed referrals, but Customer Support was able to quickly address my questions and concerns while fixing on their end or offering quick and clear instructions to fix.

Avantages :

I have learned how to be very efficient when completing intakes while using the various features of Lawmatics. I learned by trial and curiousity. It's easy to navigate with little experience and proficiency was quick for this older user after minimal training and my own investigation.

Inconvénients :

I'd like to be able to search with a phone number in any way- or to have duplicate leads highlighted.

Changing Intake Management for Law Firms

Commentaires : It has organized our intake management and reporting to a new level. This helps us focus on other work.

Avantages :

The immense amount of automation you can create is incredible. Automated emails, and texts inside or outside of the organization. Built in scheduling functions for consultations that allow the client to choose a time without contacting the firm.

Inconvénients :

WE had growing pains as we start with the as they were a very young company. They have come a long way in the past two years.

Excellent CRM for Law Firms

Commentaires : Customer service and training is excellent and overall the product has been a boon to our practice.

Avantages :

By keeping all matter information in one place and through the use of automations, Lawmatics makes it easy to stay top of mind with leads, streamlines the intake process, and saves us time in form and document creation. Now nothing falls through the cracks.

Inconvénients :

It did take time to get our forms and documents in a state where they could be easily templated and some I am still not comfortable sending through automation, but I think that is part of the process with any CRM system and the time invested has been worth it.

Lawmatics Review

Avantages :

It's easy to use and customize, and the customer service available is so helpful. The onboarding process was a breeze as well.

Inconvénients :

I've built my practice with Lawmatics from the start. Every time that I've had a con or negative item, I've been able to fix it or customize it to meet the need.

Powerful but easy to use marketing automation

Commentaires : More than anything Lawmatics helps me instantly engage the inbound leads that I get from my marketing program. It helps me convert those leads into clients at a higher rate than if I relied solely on a person reaching out.

Avantages :

What I like most about Lawmatics is the combination of the powerful features that are available to me but with an ease of use that makes setting up potentially complex workflows a breeze.

Inconvénients :

It's still a relatively young product, and one of the things that I'm looking forward to is the increasing amount of integrations from other software to lawmatics. It already has a pretty robust set that integrates natively (and is very easy to set up), and more and more are being added which is a great sign from the market, which makes me feel confident that I made the right choice.

Lawmatics CRM

Commentaires : Lawmatics is a relatively niche CRM that is relatively good.

Avantages :

The CRM UI is over all well thought out and clean. The Custom Forms builder is over all well designed and versatile. The activity log is easy to read and understand. The support staff are understanding and respond in a reasonable time.

Inconvénients :

The automations system in Lawmatics was one of the primary reason that our company decided to use Lawmatics. Using it has been a series of endless work arounds. While the interface is okay, achieving the desired end always requires multiple stop gap measures. What attributes of a matter can be changed by an automation are severely limited. The only way to use the automations is generally to supplement by using multiple custom forms and Zaps through Zapier to make the automation work as desired. Because of this, automations are a Gordian knot. It is easy to get to cause unforeseen errors. This is in part because there is no testing server. All changes to the system are live fire. This has caused issues on a few occasions. In addition to this, the calendar system is less than optimal. Booking internally works well most of the time, but there is no way to send a booking request that doesn't allow for potential abuse from a external user.

Amazing Product - Excellent Service!

Commentaires : Having an MBA in Computer Engineering, and over 20+ years of experience in the legal field, the Lawmatics experience has been above and beyond anything else I have experienced or support.

Avantages :

Lawmatics has increased our ability to bring in new clients by over 150%, while reducing ongoing costs of paying staff to do the same function. Would not recommend anything else.

Inconvénients :

The reporting features beyond intake is lackluster and needs to be worked with.

Great CRM for law firms

Avantages :

Great way to automate many parts of a law firm

Inconvénients :

A bit of a learn curve to understand the system

Great Product!

Commentaires : Overall, it is easy to use and navigate. Love the ability to log and capture all client contact, calls, and email integration. Invoicing and trust account management is also streamlined well.

Avantages :

Very easy to use, database of contacts is very helpful and easy to manuever. Reporting is very helpful to our firm in managing our client needs.

Inconvénients :

Billing is a new feature and can use a few improvements for ease of use. I have suggested a few enhancements to support such as adding check number as an option when recording check payments.

The features are great, the customer service is starting to fall

Avantages :

The event feature and pipeline are great to keep everyone organized and on task

Inconvénients :

The customer service went from an individual who would be able to help with any issue, to a team of generic associates who often have to have everything explained that had been previously set up by our account manager and now it takes much longer and more frustrations to get questions answered

Thank You Lawmatics For Making Intake A Great Experience!

Commentaires : Lawmatics has definitely made my job as an intake specialist a lot easier and for that I am grateful! I am able to use this resource everyday to ensure our clients are taken care of quickly and efficiently. I can really see this software developing into something even more than it already is and being a resource that I can turn to for almost anything in our practice!

Avantages :

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.

Inconvénients :

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.

Why we use Lawmatics

Avantages :

We like that the intake process for potential clients is easy and straight to the point. It captures every detail that we may need to get them started with us for a consultation. We love how it could sync each created event to Clio Manage and how easy it was to sync each client's matter over to Clio without us having to recreate it.

Inconvénients :

The automation is a bit confusing. If there weren't any builders in Lawmatics, I don't think regular people like us at a firm would know how to do it.

Perfect CRM for a law firm

Commentaires : Their support is fast and friendly. Once you're setup, it's easy to use and has great reporting customization

Avantages :

Ease of onboarding. Easy to create emails, forms, etc.

Inconvénients :

During implementation, it was difficult to distinguish between the different contacts (client, contact, matter) within the system

Very pleased with Lawmatics

Commentaires : Overall, I have been extremely pleased with Lawmatics. I recommend the platform to any law firm that is interested in achieving efficiency.

Avantages :

The automations that Lawmatics provide are a game changer!

Inconvénients :

I have not encountered any aspect of Lawmatics that I am unhappy about.

Couldn't figure it out

Commentaires : This product may be good for a firm that does just a few things- may criminal law and family law- just individuals (not businesses) Otherwise, it has been an overall source of aggravation. Right now, it functions entirely as web form-- I paid for an entire second year thinking I would figure it out- plan to cancel. Integration with Rocketmatter doesn't really work--

Avantages :

The hope of what it could do. I was told it could do everything- didn't know I needed a computer engineering degree. Even forms set up by LM didn't work....

Inconvénients :

It is too complicated. The setup takes quite a bit of thought and structure. It took me about three-four months to get it to do a few things in automation. There are a lot of variables in our firm and so you end up with a multitude of automations and keep track. Then the software changes and you must modify the set up or it won't work and clients complain.

Law firm Feedback

Commentaires : Experience is positive and customer service is always helpful and responsive.

Avantages :

Pipeline management helps intake see exactly who they've been speaking with.

Inconvénients :

The reporting is fully customizable, but would appreciate it more if also came with 5-10 basic reports any law firm would want.

Just my thoughts

Commentaires : Overall, love where Lawmatics is now and where they are headed

Avantages :

I like that Lawmatics is an ever evolving system.

Inconvénients :

I am still a bit disappointed with emails and with the limited customization for the booking feature.

Great CRM

Commentaires : It's helped us to stay in touch with our leads and clients.

Avantages :

I like the ability to have detailed reporting, tracking, and automations.

Inconvénients :

I wish they had an app and a more mobile friendly website.

Cookman Law: Jessica Ponterio Review

Avantages :

I like there is a contact databased along with tags to make it easier to categorize and connect to clients.

Inconvénients :

I dislike how it isn't always efficient to call clients as I have to use my personal phone number for clients to return calls.

Customer Service is very responsive!

Avantages :

I like that it helps us run all of our matters in our practice and keep workflow moving forward. Also, as a CRM it is helpful to us to track prospective clients. Whenever I have a problem, customer service is very responsive and works directly with me to solve the problem.

Inconvénients :

I would like the reporting features to expand a little bit, I need to do more forecasting than I can right now. I hope that is coming.