# MHSB

> MHSB is a B2B consulting firm that helps law firms audit, implement, optimize, and integrate Lawmatics CRM. We specialize in Connected Revenue Operations -- aligning intake, follow-up, handoffs, billing, and reporting so firms can scale without process sprawl. MHSB is a certified integration partner for Clio, MyCase, Smith.ai, and Mailchimp. We serve law firms of all sizes across every major practice area, combining workflow audits, custom implementation, integration orchestration, QA, and team enablement into a single delivery model.

## What MHSB Does

- **Workflow Audits**: Reveal conversion leaks, training gaps, and integration failures in your current Lawmatics setup. Audits map your existing processes and identify opportunities for automation and optimization.
- **Custom Builds**: Scoped Lawmatics implementation with documented QA, workflow automation, and adoption handoff. Every workflow comes with documentation your team can follow.
- **Customized AI Solutions**: Deploy AI-powered intake, follow-up, and operational tools tailored to law firm constraints.
- **Integration Orchestration**: Deploy, test, and optimize native and custom integrations across 35+ legal technology platforms with a documented rollout plan.
- **Marketing Automation**: Align campaigns to intake milestones, ad-source tracking, and call attribution to improve conversion speed and measure ROI.
- **Team Training and Enablement**: Comprehensive, proprietary training tailored to your staff's needs. Training and rollout plans keep adoption high across every role.
- **Ongoing Optimization (MatterCare)**: Monthly system audits, priority support, workflow optimization, and quarterly strategy sessions to keep your system performing as the firm grows.
- **Connected Revenue Operations**: Align the full lifecycle -- intake, follow-up, handoffs, billing, and reporting -- so your firm can scale without adding headcount or process sprawl.

## Who We Serve

- Law firms of all sizes: solo practitioners, small firms (2-10 attorneys), and mid-size/large firms (10+ attorneys)
- Practice areas: personal injury, family law, criminal law, immigration, estate planning, business law, bankruptcy, employment law, and intellectual property
- Roles served: managing partners, office managers, paralegals, intake and marketing coordinators, and associate attorneys
- Firms currently using Lawmatics that need optimization, migration, or scaling support
- Firms evaluating Lawmatics as their CRM and intake platform
- Legal marketing agencies and technology vendors

## Core Pages

- [Home](https://www.mhsbsolutions.com/): Lawmatics implementation experts for connected law firms. Strategy, implementation, and integration in one team.
- [About Us](https://www.mhsbsolutions.com/about-us/): Founded on the belief that law firms deserve technology that works for them. Our approach: Discovery, Implementation, Support.
- [Pricing](https://www.mhsbsolutions.com/pricing/): Essentials, Premium, and MatterCare packages with custom quotes after strategy and discovery.
- [FAQ](https://www.mhsbsolutions.com/frequently-asked-questions/): Answers on implementation timelines, training, integrations, post-launch support, costs, and project scope.
- [Contact](https://www.mhsbsolutions.com/contact/): Get in touch with MHSB
- [Book a Consultation](https://www.mhsbsolutions.com/consultation/): Schedule a Lawmatics strategy call to review your goals, current setup, and next steps
- [Demo](https://www.mhsbsolutions.com/demo/): Request a platform demo
- [Careers](https://www.mhsbsolutions.com/careers/): Career opportunities at MHSB

## Services

- [Working With Us](https://www.mhsbsolutions.com/working-with-us/): How MHSB scopes, delivers, and supports Lawmatics implementations. Covers the delivery model, QA process, and training approach.
- [Audit vs Build](https://www.mhsbsolutions.com/lawmatics-crm-audit-vs-build/): Decision guide to help firms choose between a workflow audit (evaluate and optimize what you have) and a custom build (new implementation from scratch).
- [MatterCare Support](https://www.mhsbsolutions.com/mattercare-premium-lawmatics-support/): Ongoing premium support after implementation including monthly system audits, priority support, workflow optimization, and quarterly strategic roadmap planning.

## Engagement Tiers

### Integration Launch
For firms implementing a focused set of critical integrations and needing a clean first deployment.
- Stack audit and integration mapping
- Priority integration setup and validation
- Core workflow handoff documentation
- 30 days of post-launch support

### Integration Orchestration
For firms building a full connected Lawmatics ecosystem with automation and reporting alignment. Best for firms ready to scale.
- Full multi-system integration rollout
- Advanced workflow and routing automation
- Cross-platform reporting architecture
- Team training and adoption enablement
- 90 days of optimization support

### MatterCare Optimization
For existing Lawmatics users who need continuous integration tuning and governance as the firm scales.
- Monthly integration health reviews
- Priority support for sync and routing issues
- Automation and data-quality optimization
- Quarterly strategic roadmap planning

## Lawmatics Platform Capabilities

### Client Intake
[Client Intake](https://www.mhsbsolutions.com/client-intake/): Connect intake forms, chat, and call-answering tools so qualified leads flow directly into Lawmatics.

Subfeature pages:
- [Legal Workflow Management Software](https://www.mhsbsolutions.com/client-intake/legal-workflow-management-software/): Workflow management for legal intake processes
- [Legal Forms Software](https://www.mhsbsolutions.com/client-intake/legal-forms-software/): Custom intake forms and document collection
- [Legal Calendaring Software](https://www.mhsbsolutions.com/client-intake/legal-calendaring-software/): Scheduling and calendar management for law firms
- [Electronic Signature Software](https://www.mhsbsolutions.com/client-intake/electronic-signature-software/): E-signature workflows for engagement letters and approvals
- [Legal Document Automation Software](https://www.mhsbsolutions.com/client-intake/legal-document-automation-software/): Automated document generation and templates
- [Legal File Management Software](https://www.mhsbsolutions.com/client-intake/legal-file-management-software/): File organization and document management

### Legal CRM
[Legal CRM](https://www.mhsbsolutions.com/legal-crm/): Keep relationship and matter data synced between Lawmatics and your case management platforms.

Subfeature pages:
- [Legal Pipeline Management](https://www.mhsbsolutions.com/legal-crm/legal-pipeline-management/): Visual pipeline tracking for matters and leads
- [Custom Fields](https://www.mhsbsolutions.com/legal-crm/custom-fields/): Configurable data fields for firm-specific needs
- [SMS Text Messaging](https://www.mhsbsolutions.com/legal-crm/sms-text-messaging/): Two-way text communication with leads and clients
- [Client Portal](https://www.mhsbsolutions.com/legal-crm/client-portal/): Self-service portal for client communication and documents
- [Conflict Check Software](https://www.mhsbsolutions.com/legal-crm/conflict-check-software/): Automated conflict of interest checks

### Marketing Automation
[Marketing Automation](https://www.mhsbsolutions.com/marketing-automation/): Trigger campaigns from ad-source, call tracking, and intake milestones to improve conversion speed.

Subfeature pages:
- [Drip Email Marketing Software](https://www.mhsbsolutions.com/marketing-automation/drip-email-marketing-software/): Automated email sequences for lead nurturing
- [Custom Email Suite](https://www.mhsbsolutions.com/marketing-automation/custom-email-suite/): Branded email templates and design tools
- [Dynamic Email Workflows](https://www.mhsbsolutions.com/marketing-automation/dynamic-email-workflows/): Behavior-triggered email automation
- [Audience Segmentation Tool](https://www.mhsbsolutions.com/marketing-automation/audience-segmentation-tool/): Segment contacts by practice area, status, and behavior
- [Legal AI Software](https://www.mhsbsolutions.com/marketing-automation/legal-ai-software/): AI-powered marketing and communication tools

### Time & Billing
[Time & Billing](https://www.mhsbsolutions.com/time-and-billing/): Connect payment and accounting systems so billing data stays accurate from intake through invoice.

Subfeature pages:
- [Legal Billing Software](https://www.mhsbsolutions.com/time-and-billing/legal-billing-software/): Invoice creation and billing management
- [Time Tracking Software for Lawyers](https://www.mhsbsolutions.com/time-and-billing/time-tracking-software-for-lawyers/): Capture every billable minute
- [Law Firm Payment Processing](https://www.mhsbsolutions.com/time-and-billing/law-firm-payment-processing/): Accept payments with trust accounting compliance
- [LMPay](https://www.mhsbsolutions.com/time-and-billing/lmpay/): Lawmatics-native payment processing

### Data Reporting
[Data Reporting](https://www.mhsbsolutions.com/data-reporting/): Unify operational and marketing data from your stack to monitor pipeline health and ROI in one place.

Subfeature pages:
- [Custom Reporting](https://www.mhsbsolutions.com/data-reporting/custom-reporting/): Build custom reports for firm-specific metrics
- [Custom Law Firm Dashboard](https://www.mhsbsolutions.com/data-reporting/custom-law-firm-dashboard/): Configurable dashboards for operational visibility
- [Legal Analytics Software](https://www.mhsbsolutions.com/data-reporting/legal-analytics-software/): Advanced analytics for legal operations
- [Law Firm KPI Dashboard](https://www.mhsbsolutions.com/data-reporting/law-firm-kpi-dashboard/): Track key performance indicators at a glance

### Additional Platform Pages
- [Integration Directory](https://www.mhsbsolutions.com/integrations/): Browse all 35+ native and partner integrations
- [LMAI](https://www.mhsbsolutions.com/lmai/): Lawmatics AI capabilities for legal operations
- [LMPay](https://www.mhsbsolutions.com/lmpay/): Lawmatics-native payment processing platform

## All Integrations

### Case Management
- [Clio](https://www.mhsbsolutions.com/integrations/clio/): Certified partner. Sync matter data from Lawmatics to Clio upon lead conversion.
- [MyCase](https://www.mhsbsolutions.com/integrations/mycase/): Certified partner. Transfer leads and matter data between Lawmatics and MyCase.
- [Filevine](https://www.mhsbsolutions.com/integrations/filevine/): Sync matter data from Lawmatics to Filevine upon lead conversion.
- [PracticePanther](https://www.mhsbsolutions.com/integrations/practicepanther/): Sync matter data from Lawmatics to PracticePanther upon lead conversion.
- [Smokeball](https://www.mhsbsolutions.com/integrations/smokeball/): Sync matter data from Lawmatics to Smokeball upon lead conversion.
- [Rocket Matter](https://www.mhsbsolutions.com/integrations/rocket-matter/): Sync matter data from Lawmatics to Rocket Matter upon lead conversion.
- [LEAP](https://www.mhsbsolutions.com/integrations/leap/): Sync matter data from Lawmatics to LEAP upon lead conversion.
- [CARET Legal](https://www.mhsbsolutions.com/integrations/caret-legal/): Sync matter data from Lawmatics to CARET Legal on lead conversion.

### Lead Generation & Marketing
- [Google Ads](https://www.mhsbsolutions.com/integrations/google-ads/): Log Google Ads spend and campaign data in Lawmatics for marketing ROI tracking.
- [CallRail](https://www.mhsbsolutions.com/integrations/callrail/): Track marketing source of incoming leads with call recording and attribution.
- [Lawbrokr](https://www.mhsbsolutions.com/integrations/lawbrokr/): Sync lead data from Lawbrokr to Lawmatics.
- [Civille](https://www.mhsbsolutions.com/integrations/civille/): Transfer new leads to Lawmatics from Civille.
- [SMB Team](https://www.mhsbsolutions.com/integrations/smb-team/): Sync lead data from SMB Team to Lawmatics.

### Email Marketing
- [Mailchimp](https://www.mhsbsolutions.com/integrations/mailchimp/): Certified partner. Contact sync and targeted email campaigns.

### Reception, Chatbots, and Intake
- [Smith.ai](https://www.mhsbsolutions.com/integrations/smith-ai/): Certified partner. Virtual receptionist that completes Lawmatics intake forms over the phone or via web chat.
- [Answering Legal](https://www.mhsbsolutions.com/integrations/answering-legal/): Transfer new inbound leads to Lawmatics from Answering Legal.
- [Back Office Betties](https://www.mhsbsolutions.com/integrations/back-office-betties/): Transfer new leads to Lawmatics and update existing contacts.
- [LEX Reception](https://www.mhsbsolutions.com/integrations/lex-reception/): Transfer new contacts to Lawmatics from LEX Reception.
- [Intaker](https://www.mhsbsolutions.com/integrations/intaker/): Transfer new leads to Lawmatics from Intaker.
- [Blazeo](https://www.mhsbsolutions.com/integrations/blazeo/): Transfer new leads to Lawmatics from Blazeo (formerly ApexChat).
- [Ngage](https://www.mhsbsolutions.com/integrations/ngage/): Transfer new leads to Lawmatics from Ngage.
- [Client Chat Live](https://www.mhsbsolutions.com/integrations/client-chat-live/): Transfer new leads to Lawmatics from Client Chat Live.
- [LiveAdmins](https://www.mhsbsolutions.com/integrations/liveadmins/): Transfer new leads to Lawmatics from LiveAdmins.
- [ZillaMetrics](https://www.mhsbsolutions.com/integrations/zillametrics/): Transfer new leads to Lawmatics from ZillaMetrics.
- [DecisionVault](https://www.mhsbsolutions.com/integrations/decisionvault/): Sync forms from DecisionVault to Lawmatics.
- [SEEB AI](https://www.mhsbsolutions.com/integrations/seeb-ai/): Create new leads in Lawmatics via client information collected from SEEB AI.
- [Clerx AI](https://www.mhsbsolutions.com/integrations/clerx-ai/): Create new leads in Lawmatics via client information collected from Clerx AI.

### Communication
- [RingCentral](https://www.mhsbsolutions.com/integrations/ringcentral/): Sync inbound and outbound calls to Lawmatics matters automatically.
- [Kenect](https://www.mhsbsolutions.com/integrations/kenect/): Sync Kenect text conversations to Lawmatics.

### Calendaring & Scheduling
- [Gmail](https://www.mhsbsolutions.com/integrations/gmail/): Sync Gmail messages, attachments, and Google Calendar events with Lawmatics.
- [Microsoft Outlook](https://www.mhsbsolutions.com/integrations/microsoft-outlook-exchange-365/): Sync Outlook messages, attachments, and calendar events with Lawmatics.
- [iCal](https://www.mhsbsolutions.com/integrations/ical/): Sync iCal events with Lawmatics.

### Billing
- [QuickBooks](https://www.mhsbsolutions.com/integrations/quickbooks/): Sync customers and invoices from Lawmatics to QuickBooks for accounting alignment.
- [LawPay](https://www.mhsbsolutions.com/integrations/lawpay/): Send LawPay invoices directly from Lawmatics, manually or via automation.
- [Confido Legal](https://www.mhsbsolutions.com/integrations/confido-legal/): Collect online payments directly through Lawmatics.

### File Sync
- [OneDrive](https://www.mhsbsolutions.com/integrations/onedrive/): Sync matter files between Lawmatics and OneDrive.

## Practice Areas

- [Practice Areas Overview](https://www.mhsbsolutions.com/practice-areas/): Lawmatics solutions tailored by legal practice area
- [Personal Injury Law](https://www.mhsbsolutions.com/practice-areas/personal-injury-law-software/): Rapid intake, medical document collection, and automated case updates
- [Family Law](https://www.mhsbsolutions.com/practice-areas/family-law-software/): Secure intake, privacy controls, and coordinated complex matters
- [Criminal Law](https://www.mhsbsolutions.com/practice-areas/criminal-law-software/): Fast response workflows for urgent leads with conflict checks and case stages
- [Immigration Law](https://www.mhsbsolutions.com/practice-areas/immigration-law-software/): Form-heavy workflows with multilingual intake and deadline tracking
- [Estate Planning](https://www.mhsbsolutions.com/practice-areas/estate-planning-software/): High-touch experience with guided intake, e-signatures, and structured asset data
- [Business Law](https://www.mhsbsolutions.com/practice-areas/business-law-software/): Corporate matter organization with retainers and proactive communication
- [Bankruptcy Law](https://www.mhsbsolutions.com/practice-areas/bankruptcy-law-software/): High-volume filings with automated intake, document collection, and status tracking
- [Employment Law](https://www.mhsbsolutions.com/practice-areas/employment-law-software/): Detailed intake, document requests, and compliant communication for employment matters
- [Intellectual Property Law](https://www.mhsbsolutions.com/practice-areas/intellectual-property-law-software/): Invention intake, approval cycles, and filing timeline management

## Practice Types (by Firm Size)

- [Practice Types Overview](https://www.mhsbsolutions.com/practice-types/): Solutions by firm size
- [Solo Practitioner](https://www.mhsbsolutions.com/practice-types/solo-practitioner/): Run the entire intake-to-client process with automation and easy-to-use tools
- [Small Law Firm](https://www.mhsbsolutions.com/practice-types/small-law-firm/): Simplify intake and follow-up for a growing team without adding overhead
- [Mid-size & Large Firms](https://www.mhsbsolutions.com/practice-types/mid-size-large-firms/): Scale intake and marketing across multiple teams with standardized workflows and executive reporting

## Practice Roles

- [Practice Roles Overview](https://www.mhsbsolutions.com/practice-roles/): Solutions by role within the firm
- [Managing Partner](https://www.mhsbsolutions.com/practice-roles/managing-partner/): Firm-wide performance visibility, data-driven decisions, and clear dashboards
- [Office Manager](https://www.mhsbsolutions.com/practice-roles/office-manager/): Coordinate intake, ensure data quality, and keep operations running smoothly
- [Paralegal](https://www.mhsbsolutions.com/practice-roles/paralegal/): Structured checklists, automated document requests, and clear status tracking
- [Intake and Marketing Coordinator](https://www.mhsbsolutions.com/practice-roles/intake-marketing-coordinator/): Capture every lead, automate follow-ups, and track performance across channels
- [Associate Attorney](https://www.mhsbsolutions.com/practice-roles/associate-attorney/): Clear task ownership, organized matter details, and automated updates

## Blog

- [Blog Index](https://www.mhsbsolutions.com/blog/): Articles on legal tech, CRM best practices, and law firm operations
- [Time Tracking and Billing: How to Capture Every Billable Minute](https://www.mhsbsolutions.com/blog/time-billing-best-practices/)
- [Law Firm Growth Metrics: KPIs Every Managing Partner Should Track](https://www.mhsbsolutions.com/blog/law-firm-growth-metrics/)
- [Legal CRM Best Practices: How to Manage Your Pipeline Like a Pro](https://www.mhsbsolutions.com/blog/legal-crm-best-practices/)
- [AI in Legal Practice: Practical Applications Beyond the Hype](https://www.mhsbsolutions.com/blog/ai-in-legal-practice/)
- [Marketing Automation for Law Firms: Beyond the Basics](https://www.mhsbsolutions.com/blog/marketing-automation-for-law-firms/)
- [Data Security for Law Firms: Protecting Client Information](https://www.mhsbsolutions.com/blog/data-security-for-law-firms/)
- [Building a Connected Legal Tech Stack: Integration Strategy Guide](https://www.mhsbsolutions.com/blog/legal-tech-stack-integration/)
- [Modern Payment Processing for Law Firms: Getting Paid Efficiently](https://www.mhsbsolutions.com/blog/legal-payment-processing/)
- [Client Communication Excellence: Building Trust Through Better Touchpoints](https://www.mhsbsolutions.com/blog/client-communication-strategies/)

## Resources

- [Behind the Build](https://www.mhsbsolutions.com/behind-the-build-how-we-turn-complex-law-firm-systems-into-seamless-automations/): How MHSB turns complex law firm systems into seamless automations
- [When You Don't Need a Full Rebuild](https://www.mhsbsolutions.com/when-you-dont-need-a-full-rebuild-how-to-optimize-the-system-you-already-have/): How to optimize the Lawmatics system you already have
- [Process Outline Mini Booklet](https://www.mhsbsolutions.com/unlock-the-potential-of-your-law-firm-with-our-exclusive-process-outline-mini-booklet/): Exclusive process outline for unlocking your law firm's potential
- [Solo Practice Checklist](https://www.mhsbsolutions.com/how-to-know-youre-ready-to-go-solo-a-checklist-for-legal-professionals-starting-their-own-practice/): Readiness checklist for legal professionals starting their own practice
- [Case Study: Family Law Firm Grows Conversions by 200%](https://www.mhsbsolutions.com/case-study-family-law-firm-grows-conversions-by-200-with-lawmatics/): How a family law firm grew conversions by 200% with Lawmatics and MHSB

## Partners

- [Technology Partners](https://www.mhsbsolutions.com/partners/): Certified integration partner showcase (Lawmatics, Clio, MyCase, Smith.ai, Mailchimp)

## Frequently Asked Questions

**What exactly does Lawmatics implementation involve?**
Lawmatics implementation is a process where MHSB customizes the Lawmatics software to fit seamlessly into your law firm's existing workflow. This involves outlining your current processes, identifying areas for automation and optimization, and setting up the software to streamline your client intake and management. Once built out, we focus on marketing and nurturing potential clients to maximize the top of your funnel and move more qualified leads through your process.

**How long does the implementation process typically take?**
The duration can vary depending on the complexity of your firm's needs and the specifics of your workflow. Generally, it can take anywhere from a few weeks to a couple of months. We work efficiently to ensure a swift transition without disrupting your daily operations.

**Will there be training provided for my staff?**
Yes. After over a year of supporting Lawmatics customers in support, MHSB has developed comprehensive and proprietary training tailored to your staff's needs. This ensures everyone is comfortable and proficient in using Lawmatics, enabling your team to leverage its full potential.

**Can Lawmatics be integrated with other tools and systems we are currently using?**
Yes. Lawmatics offers integration capabilities with various other tools and systems commonly used in law firms. MHSB will assess your current setup and ensure seamless integration for a unified workflow experience. We also utilize tools like Zapier to help link your Lawmatics account to other platforms and programs.

**What kind of support can we expect after the implementation is complete?**
Post-implementation, MHSB offers a 3-month, 15 hours per month account management package to assist you in using the system effectively. This includes updates, troubleshooting, and any necessary adjustments to ensure the system meets your evolving needs. You can use this package to continue building new automation ideas.

**How does Lawmatics help in improving client management and satisfaction?**
Lawmatics streamlines client intake, automates communication, and organizes client information efficiently. This leads to quicker response times, fewer clients falling through the cracks, and a more personalized client experience, all of which significantly improve client satisfaction.

**Can Lawmatics be customized to handle unique aspects of our law firm's operations?**
Yes. One of the strengths of Lawmatics is its flexibility. MHSB can customize it to align perfectly with the unique aspects of your operations, whether it is specific case management needs, unique client communication workflows, or any other specific requirements.

**What is the cost of implementing Lawmatics with MHSB?**
The cost varies depending on the scope and complexity of your needs. MHSB offers a personalized consultation to understand your requirements and provide a clear, transparent quote based on your specific needs.

**What if we don't know exactly what we need yet?**
MHSB can start with a smaller discovery engagement to clarify your goals and define a project scope that aligns with your needs.

**What if I need more work outside the project scope?**
MHSB prefers a roadmap of smaller projects with varying but reasonable scopes, allowing us to deliver more impact, faster, and more predictably. If we discover the need for another project along the way, we add it to the roadmap, prioritize it, and schedule it accordingly.

**How will progress be tracked and communicated?**
Regular updates on progress, milestones, and any challenges are provided via the Client Portal and recurring weekly or bi-weekly meetings.

**Who will I work with during the project?**
You will have a dedicated point of contact for the project who manages communication and ensures smooth delivery. You work directly with experienced consultants, not junior staff.

## Legal & Policies

- [Security](https://www.mhsbsolutions.com/security/): Security practices and data protection commitments
- [Privacy Policy](https://www.mhsbsolutions.com/privacy-policy/): How MHSB handles and protects your data
- [Terms of Use](https://www.mhsbsolutions.com/terms-of-use/): Terms governing use of the MHSB website
- [Sitemap](https://www.mhsbsolutions.com/sitemap/): Full site map of all pages

## Contact

- Email: info@mhsbsolutions.com
- Phone: (415) 267-9254
- Website: https://www.mhsbsolutions.com/
- Consultation: https://www.mhsbsolutions.com/consultation/