About
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.
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About
Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Automation platform for growing law firms
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Audience
Agencies that need help to onboard clients
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationLawmatics
United States
www.lawmatics.com
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Company InformationProcessKit
Founded: 2018
United States
processkit.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Law Practice Management Features
Billing & Invoicing
Not Supported
Calendar Management
Supported
Client Portal
Not Supported
Conflict Management
Supported
Contract Management
Not Supported
CRM
Not Supported
Document Management
Supported
Email Management
Supported
Legal Case Management
Not Supported
Task Management
Supported
Time Tracking
Not Supported
Trust Accounting
Not Supported
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Integrations
Zapier
Supported
Abby Connect
Supported
Axis LMS
Supported
CARET Legal
Supported
Caseflood.ai
Supported
Chat Agents
Supported
Clerx
Supported
Eternal Pro
Supported
LEX Reception
Supported
LawKPIs
Supported
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Integrations
Zapier
Supported
Abby Connect
Not Supported
Axis LMS
Not Supported
CARET Legal
Not Supported
Caseflood.ai
Not Supported
Chat Agents
Not Supported
Clerx
Not Supported
Eternal Pro
Not Supported
LEX Reception
Not Supported
LawKPIs
Not Supported
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