Legal Workflow Management Software

Transform your law firm’s efficiency with Lawmatics’ powerful workflow automation. Move beyond manual tracking and spreadsheets to a system that visualizes every step of your client journey.

Visual Pipelines

Track every matter’s progress at a glance with Kanban-style boards.

• Customizable Stages: Define steps that match your firm’s unique process (e.g., “New Lead” -> “Consult Scheduled” -> “Hired”).
• Drag-and-Drop Interface: Easily move matters between stages to trigger next steps.
• Status Filtering: View pipelines by status (Potential New Client, Hired, Lost) to keep your view clean and focused.

Automated Triggers

Let the system handle the routine tasks so you can focus on legal work.

• Stage-Based Automation: Automatically send emails, tasks, or forms when a matter enters a specific stage.
• Conditional Logic: Create sophisticated workflows that adapt based on case type, potential value, or any other data point.
• No-Code Builder: Design complex automations with a user-friendly visual builder—no programming required.

Task Management

Ensure nothing falls through the cracks with integrated task workflows.

• Auto-Assign Tasks: Automatically generate to-do lists for staff based on pipeline movement.
• Due Dates & Reminders: Set deadlines relative to key events (e.g., “Call client 2 days after consult”).
• Staff Accountability: Track task completion and identify bottlenecks in your process.

ROI & Analytics

Measure the effectiveness of your workflows.

• Time-in-Stage Tracking: Identify where cases are stalling to optimize your intake speed.
• Conversion Analytics: See which stages have the highest drop-off rates and adjust your strategy.
• Revenue Forecasting: Use pipeline value to predict future revenue based on stage probability.