Legal Pipeline Management

Gain complete visibility into your firm’s operations. Lawmatics Pipeline Management gives you a visual, drag-and-drop interface to track potential clients and active cases effortlessly.

Kanban-Style Boards

Visualize your entire caseload in one view.

• Custom Stages: Create columns that mirror your actual workflow (e.g., “New Inquiry,” “Consult Scheduled,” “Retainer Sent”).
• Drag-and-Drop: Move matters between stages instantly to update their status and trigger next steps.
• Multiple Pipelines: Separate your Intake pipeline from your Active Case pipeline to keep leads and clients distinct.

Automation Triggers

Make your pipeline do the work.

• Auto-Stage Movement: Automatically move a lead to “Consult Scheduled” when they book an appointment.
• Triggered Actions: Sending a fee agreement? Have the system automatically move the matter to “Awaiting Signature.”
• Stagnation Alerts: Get notified if a high-value lead sits in a stage for too long without activity.

Filtering & Views

See exactly what you need to see.

• Status Filters: Toggle between “Potential New Clients,” “Hired,” and “Lost” matters to declutter your board.
• Owner Views: Filter pipelines by attorney or staff member to see individual workloads.
• Tags & Priority: Use visual tags to highlight urgent cases or specific practice areas at a glance.

Financial Forecasting

Turn your pipeline into a revenue predictor.

• Pipeline Value: Assign estimated values to matters and see the total potential revenue in each stage.
• Conversion Tracking: Understand your conversion rates from stage to stage to identify bottlenecks in your sales process.