Lawmatics

Lead enters via web form.

Automation triggers a conditional logic questionnaire via SMS.

Lead scoring identifies high-value injury data.

Lawmatics automatically sends a Retainer Agreement via E-sign if criteria are met.

Client is marked as 'Hired' in the CRM.

Automation triggers a Secure Client Portal invitation.

Dynamic checklist appears for the client to upload specific tax and asset docs.

Notifications alert the paralegal once all files are uploaded.

Leads flow in via API from Facebook Lead Ads.

Automated sorting puts leads into 'Qualified,' 'Unqualified,' or 'Maybe' pipelines.

Qualified leads receive immediate automated calls via dialer integration.

Real-time ROAS reports show which ads are producing signed cases.

Lead clicks a 'Book Now' link in an automated nurturing email.

Lawmatics displays attorney availability from synced Outlook calendar.

Lead pays the consultation fee via integrated payment processor (Lawtap/Lio).

Appointment is written to both attorney calendar and CRM record.

Create unique tracking URLs for referral partners.

Incoming leads are automatically tagged with the referring firm's ID.

Automated monthly reports are sent to partners showing their lead status.

Referral fees are calculated based on matter outcome data pulled from PMS.

Matter status is changed to 'Closed' in the Practice Management System.

Lawmatics triggers a 'Thank You' email sequence.

If client marks 'Satisfied' in a survey, a link to Google My Business is sent.

If 'Unsatisfied,' an internal alert is sent to the Managing Partner.

Attorney marks calendar event as 'No-Show'.

Lawmatics triggers an immediate 'Sorry we missed you' text.

Sequence follows up for 7 days with a self-scheduling rebook link.

Lead is moved to a long-term nurturing bucket if no rebook occurs.