Case Study:
Family Law Firm Grows Conversions

by 200% with Lawmatics

Results

%

Monthly Conversions

Annualized New Revenue

Return on Investment

Project Overview

The Customer: A medium-sized law firm was struggling with their existing CRM: Keap (formerly InfusionSoft).

Challenge: Transitioning from a non-legal CRM (Keap) to Lawmatics for better intake efficiency and automation.

Timeline:

  • 4 weeks: Design & implementation
  • 1 week: Staff training
  • 1 week: Launch & monitor
  • 2 months: ROI analysis period

Key Implementations:

  • Migrated CRM data to Lawmatics.
  • Streamlined conflict checks to remove bottlenecks.
  • Automated engagement agreement generation with e-signatures.
  • Implemented automated follow-up campaigns to nurture leads.
  • Built real-time dashboards for pipeline visibility.
  • Reduced no-show rates for paid attorney consultations.
Impact:
  • +200% monthly conversions
  • +85% increase in conversion rate
  • +50% increase in monthly revenue
  • +$1,000,000 in annualized new revenue
  • 32x return on investment

Ready to see similar results? Schedule a free consultation today.

The Challenge:

A Frustrating, Inefficient Intake System

Before engaging with Matter Flow Advisors, the firm struggled with an outdated and cumbersome client intake system. They were using Keap (formerly Infusionsoft), which, despite its longevity in the CRM space, was causing more problems than solutions:

  • Time-consuming workflow changes – Making a single update required hours of backend work.
  • Manual data tracking – Reports had to be compiled manually, often requiring the export of 60+ different reports just to get a clear picture of lead conversion and revenue.
  • Lack of automation – The firm relied on a mix of tools (Keap + Graphly + spreadsheets), leading to inefficiencies and data silos.
  • Escalating costs – Keap’s pricing increased as their contact list grew, yet they were only utilizing a fraction of its features.
  • Limited staff bandwidth – They lacked internal resources to build out the automation themselves, making an external expert a necessity.

“It just doesn’t make sense for us to be doing this manually anymore.

We need an expert to tell us what we need, build it out, and let us start using it.”

Director of Marketing, Operations & Administration
9-Lawyer Family Law Firm

The Solution: CRM Migration & Workflow Automation

Step 1: Migrating Data to Lawmatics

The firm had years of historical data that needed to be migrated from Keap into Lawmatics. Our team ensured a smooth, error-free migration by:
  • Scrubbing and structuring the data before import to avoid duplicate or misplaced entries.
  • Creating custom fields within Lawmatics to map essential client and case data.
  • Ensuring all historical lead and referral source data remained intact for reporting.

Step 2: Automating Key Workflows

Once the firm was live in Lawmatics, we implemented automation to eliminate bottlenecks:
  • Conflict Checks: Previously a manual process that slowed down intake, now automated for real-time case vetting.
  • Engagement Agreements: Automatically generated and sent for e-signatures, reducing admin time.
  • Lead Follow-Up Campaigns: A structured email and SMS sequence tailored to the client’s situation, significantly increasing conversion rates.
  • No-Show Reduction: Automated reminders for paid consultations (sent 2 days, 1 day, and 1 hour before) lowered appointment no-show rates.

Step 3: Real-Time Data & Reporting

One of the firm’s biggest frustrations with Keap was the lack of actionable reporting. Lawmatics allowed us to:
  • Build custom dashboards tracking leads, conversion rates, and revenue per referral source.
  • Create automated performance reports emailed to leadership weekly.
  • Ensure sales reps had easy access to data so they could prioritize high-value leads.

The Results: Increased Revenue with Fewer Resources

The impact of the transformation was immediate and measurable:

✔ Conversion rates increased by 88% – Thanks to automated follow-up campaigns, more leads progressed through the intake funnel. ✔ Revenue increased by 55%, even after reducing intake staff – The firm was able to handle more cases efficiently with a leaner team. ✔ Faster turnaround on client onboarding – Automating engagement agreements and scheduling reduced time-to-hire friction. ✔ More strategic decision-making – With real-time data, leadership could make informed choices about marketing and staffing.

“For the first time, I can see exactly where my business stands at any moment—without spending hours pulling reports.

And our intake process actually works the way it should.”

Firm Owner & Attorney
9-Lawyer Family Law Firm

Takeaways: The Power of a Custom System

5

Efficiency unlocks growth – Automating intake workflows reduced manual work, allowing the firm to increase revenue while reducing staff overhead.

5

CRM choice matters – Migrating from a generic CRM (Keap) to a legal-specific platform (Lawmatics) significantly improved usability, reporting, and automation.

5

Follow-up automation boosts conversions – Structured email and SMS campaigns increased lead engagement, leading to a 30% higher conversion rate.

5

Real-time data drives better decisions – Custom dashboards and automated reports helped leadership make faster, more strategic business decisions.

5

The right system scales with you – With optimized workflows, the firm now handles more cases with fewer resources, ensuring long-term scalability.

By optimizing workflows and migrating to Lawmatics, this family law firm streamlined operations, increased revenue, and maintained a lean, highly effective team—without the headaches of their previous CRM.

If you’re a law firm struggling with inefficient systems and manual workflows, it’s time to make a change.

Schedule a free consultation today and discover how Matter Flow Advisors can help your firm increase efficiency and revenue.