# Page 2 | Lawmatics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Lawmatics the right CRM solution for you? Explore 50 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/177717/Lawmatics/reviews --- Lawmatics 4.6 (50) [View alternatives](https://www.capterra.com/p/177717/Lawmatics/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 27th, 2026 # Page 2 - Reviews of Lawmatics ## Showing most helpful reviews Showing 26-50 of 50 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BA Brad A. Administrator Law Practice Used the software for: 1-2 years ### "Streamlined Client Intake and Automation" October 2, 2025 5.0 Overall, my experience with Lawmatics has been very positive — it saves time, streamlines intake, and makes client management easier. Pros What I like most about Lawmatics is how much time it saves me. The automation makes client intake seamless, and I don’t have to chase people down for forms or reminders. It keeps everything organized in one place and really improves the client experience. Cons What I like least is the initial learning curve. There are so many powerful tools that it takes some time to set everything up the way you want. Once it’s running, though, it’s a game changer. Review Source AD Ashley D. Attorney Law Practice Used the software for: 6-12 months ### "Great to keep you organized" February 8, 2026 5.0 Pros It’s easy to see tasks that need to be done as well as what’s been done on client cases. The pipeline makes sure nothing gets overlooked and that people move through the process smoothly. Cons It takes quite a bit of time to set up and fully customize. It wasn’t as quick of a process as I anticipated it would be based on switching CRMs in the past. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Law firm that I’m working with uses it. They had moved away from Clio several years ago. Review Source PM Patience M. Attorney Law Practice Used the software for: 6-12 months ### "The Software Got the Job Done" October 6, 2025 4.0 Overall, the platform was good for the cases I used it for, my time using this platform was limited. Pros The platform is easy to use and user friendly, I used this platform as co-counsel but I do not use it in my regular practice. Cons I think it's missing some key features that some of the other practice management software have, maybe the version I had was limited. Review Source AL Abigail L. Attorney Legal Services Used the software for: 2+ years ### "Lawmatics is a great CRM sofware" August 15, 2023 4.0 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. Pros 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. Cons 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. Review Source NG Nate G. IT Legal Services Used the software for: 2+ years ### "Lawmatics CRM" August 15, 2023 3.0 Lawmatics is a relatively niche CRM that is relatively good. Pros 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. Cons 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. Reason for choosing Lawmatics Internal Automations Switched from [Filevine](https://www.capterra.com/p/140815/Filevine/) Filevine isn't a CRM. We still use it for Case Management. Review Source NB Nia B. Intake Specialist Law Practice Used the software for: Less than 6 months ### "Thank You Lawmatics For Making Intake A Great Experience!" September 2, 2021 5.0 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! Pros 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. Cons 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. Review Source David D. Owner/Founder Law Practice Used the software for: 6-12 months ### "Premium, Custimizable CRM that plays well with others!" August 14, 2023 5.0 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." Pros 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 Cons 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). Reason for choosing Lawmatics I used both in the past, and both were eerily similar (but worked) Lawmatics gave a fresh look and was cheaper, making the move easy. Review Source CM Claire M. Paralegal Law Practice Used the software for: 1-2 years ### "Excellent CRM for Law Firms" August 15, 2023 5.0 Customer service and training is excellent and overall the product has been a boon to our practice. Pros 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. Cons 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. Review Source VR Verified Reviewer Administrative Assistant Law Practice Used the software for: 2+ years ### "Improves efficiency daily" April 10, 2023 4.0 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. Pros 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. Cons I'd like to be able to search with a phone number in any way- or to have duplicate leads highlighted. Review Source VR Verified Reviewer Jr. Software developer Financial Services Used the software for: 6-12 months ### "Enhance your law methods with Lawmatics" January 6, 2023 4.0 Overall experience is secure, good and great for lawyers. Pros I most liked about this software is communication management and Analytics with report. Cons Using till now it's feel good and much needed software , no such cons found yet Review Source BB Brooklyn B. Marketing Director Law Practice Used the software for: 2+ years ### "The features are great, the customer service is starting to fall" August 15, 2023 4.0 Pros The event feature and pipeline are great to keep everyone organized and on task Cons 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 Review Source NB Nick B. Firm Administrator Legal Services Used the software for: Less than 6 months ### "So Far So Good" August 15, 2023 5.0 Thus far, Lawmatics and their staff have been very helpful setting up the platform and beginning to utilize and understand all of its features. Pros The ability to organize and track all potential leads with a constant up to date understanding of everything at a glance is huge! Cons My only complaint thus far is the amount of work and training required to use the platform initially. Given all of the features and the volume of data needing to be imported, this is understandable. Plus, the responsiveness of their support staff makes this process easier. Review Source VR Verified Reviewer Attorney Law Practice Used the software for: 1-2 years ### "Couldn't figure it out" December 20, 2022 2.0 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-- Pros 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.... Cons 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. Reason for choosing Lawmatics I thought it would do everything I needed. Review Source CG Christopher G. Chief Technology Officer Law Practice Used the software for: 2+ years ### "Amazing Product - Excellent Service!" August 9, 2023 4.0 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. Pros 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. Cons The reporting features beyond intake is lackluster and needs to be worked with. Review Source AC Alexandra C. Office Managers Legal Services Used the software for: 6-12 months ### "Why we use Lawmatics" August 9, 2023 4.0 Pros 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. Cons 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. Reason for choosing Lawmatics At the time between Clio Grow and Lawmatics, Lawmatics had much more powerful tools that were offered to us so we decided to give it a try. Review Source JP Joshua P. Managing Attorney Law Practice Used the software for: 6-12 months ### "Lawmatics Review" August 9, 2023 5.0 Pros It's easy to use and customize, and the customer service available is so helpful. The onboarding process was a breeze as well. Cons 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. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Review Source BB Brenda B. Attorney Law Practice Used the software for: 1-2 years ### "Just my thoughts " August 15, 2023 4.0 Overall, love where Lawmatics is now and where they are headed Pros I like that Lawmatics is an ever evolving system. Cons I am still a bit disappointed with emails and with the limited customization for the booking feature. Review Source VR Verified Reviewer VP Product Legal Services Used the software for: 6-12 months ### "Powerful but easy to use marketing automation" February 21, 2020 5.0 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. Pros 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. Cons 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. Reason for choosing Lawmatics Because it was easy to set up and easy to use. Customer support is also super responsive. Review Source DM Devin M. CEO Law Practice Used the software for: 1-2 years ### "Great CRM for law firms" August 9, 2023 5.0 Pros Great way to automate many parts of a law firm Cons A bit of a learn curve to understand the system Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source MA Michelle A. Business Development Manager Legal Services Used the software for: 2+ years ### "Great CRM" September 2, 2021 5.0 It's helped us to stay in touch with our leads and clients. Pros I like the ability to have detailed reporting, tracking, and automations. Cons I wish they had an app and a more mobile friendly website. Review Source NH Nikki H. Attorney Law Practice Used the software for: Less than 6 months ### "Responsiveness of Lawmatics Support is Second-to-None!" August 9, 2023 5.0 It's been time consuming to build it out for our firm. Pros This is a platform that is constantly growing and evolving and the main reason behind that is that they are very responsive to user feedback. They not only respond to suggestions but actually implement them! Cons It would be great if LM could implement a "snapshot" view of each matter, including progress on tasks etc. (MyCase has this functionality and it's great for efficient case management) Review Source KL Kimberly L. Attoney Law Practice Used the software for: 6-12 months ### "Clunky product" June 6, 2023 4.0 Frustrating to use. The overall result is good, but a lot of complaints about it being confusing. Pros It makes intake a more streamlined and automated process. It is easy to see where all of our leads and potential clients are in the pipeline nd manage them. Cons It is difficult to learn. The way things are names, to me, is the biggest problem. I had to learn a new language to learn how to use the product. In spite of using it weekly, there is a lot I still do not understand about it. Review Source Stephen S. Principal Attorney Law Practice Used the software for: Less than 6 months ### "Robust, Data-Driven Lead Management" July 24, 2018 5.0 Lawmatics saves me time by automating the lead management and cultivation process. It also helps me stay on top of leads, which ultimately means more clients. Pros Lawmatics is easy to use but packed with tons of data-driven and highly customizable features that make managing leads easy and less time-consuming Cons Lawmatics is still growing, and so not all features are fully developed st the time of writing this review Review Source MC Michelle C. Executive Administrative Assistant Law Practice Used the software for: Less than 6 months ### "Perfect CRM for a law firm" November 15, 2019 5.0 Their support is fast and friendly. Once you're setup, it's easy to use and has great reporting customization Pros Ease of onboarding. Easy to create emails, forms, etc. Cons During implementation, it was difficult to distinguish between the different contacts (client, contact, matter) within the system Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reason for choosing Lawmatics Cost, features, and support Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Cost Review Source CB Charlotte B. Executive Assistant Law Practice Used the software for: 6-12 months ### "Intuitive Interface + Great Customer Service " September 2, 2021 5.0 Pros This software is incredibly easy to use. Our firm relies on Practice Panther to do everything. Cons Smoother integrations between outlooks and Lawmatics especially would be HUGE. 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