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.
Learn more
Help employees adapt to the real-world complexity of the 2026 workplace with online training they'll actually appreciate.
Engaging workplace video, interactive scenarios, sentiment questions, policy acknowledge, completion certificates. Content written by lawyers, content warrantied, litigation reporting. AuthorAI custom content tool. 100+ microlessons; Centerstage Video Library.
Preventing Workplace Harassment courses meet all relevant laws (CA, NY, IL, UK, AUS, CAN, IND, MEX, etc.) 55+ translations. Global Data Privacy, Cybersecurity.
Analytics: Risk benchmarking by geo & dept. Employee skill and Leadership intelligence. Recognized as a "World Changing Idea in AI and Data."
SOC 2 Type II. TRUSTe certified for US-EU, US-UK, and US-Swiss data privacy frameworks. WCAG 2.1 AA accessibility.
Clients: Cisco, Degreed, Genentech, Glassdoor, Instacart, NPR, Whirlpool, Workday.
Partners: Workday Cloud Connect & Skills Cloud, Udemy for Business, Ninjio. AWS Marketplace
Learn more
Referent
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage.
Learn more
