Is a Lawmatics Consultant Worth It? Let’s Talk ROI.
Every law firm owner has faced the same frustrating reality: your firm is generating leads, but too many slip through the cracks. You’re spending money on marketing, scheduling consultations, and fielding inquiries—yet your conversion rate isn’t where you want it to be.
That leads to a critical question: 👉 Should I hire a Lawmatics consultant?
The short answer? If you’re serious about optimizing your intake pipeline and converting more leads into paying clients, then yes—because doing it alone could be costing you more than you think.
Why Law Firm Owners Justify the Investment in a Lawmatics Consultant
Many law firms assume that simply having a CRM like Lawmatics in place will solve their intake problems. But the reality is, without expert implementation, Lawmatics can become just another software tool that isn’t being used to its full potential.
Consider this: Recently we conducted a Lawmatics Audit and Workflow Assessment with an experienced law firm owner, who decided to invest in a Lawmatics consultant because the alternative—setting it up himself—was overwhelming, time-consuming, and ineffective.
In his own words:
✅ Setting up Lawmatics is complex and time-consuming
“Setting up this Lawmatics is complex and would be very time-consuming. And even if I spent the time setting it up, I wouldn’t know how to use the power of it.”
✅ Generic setups don’t optimize for YOUR law firm’s needs
“There’s a whole lot that needs to happen, and certainly you don’t have the knowledge or the time to figure that out. That’s why we were looking for an expert who knows not only how to use the software but how to set it up to maximize what we want—which is to turn more leads into paying clients.”
✅ No system for following up on lost leads = lost revenue
“If somebody says they aren’t interested in moving forward at that time, then we need to have something in Lawmatics that can do follow-up—trying to get those people who didn’t book or didn’t move forward to take the next step.”
✅ Missed follow-up means real money left on the table
“I’ve got 237 contacts in Time Matters who booked an estate plan consultation and never hired us to do their estate. We have no follow-up. No follow-up.”
✅ Manual data entry is a hidden productivity killer
“When they submit a gravity form for an estate plan or LLC, our legal assistant copies and pastes the data into Time Matters manually. It’d be wonderful if we didn’t have to do that.”
✅ Disjointed systems create friction instead of efficiency
“What would you recommend is the best way for us to get our payments? Almost everything we do is paid in advance.”
✅ Lack of a proper intake-to-hire system reduces marketing ROI
“Last month, for example, my marketing company paid $5,000 for Google ads. And I don’t know how many of those leads even became clients. I don’t have a system for tracking leads from start to finish.”
✅ Many law firms don’t even realize they have a problem
“I think there’s a huge need that estate planning lawyers have, but they don’t know they have it. They don’t know that they need a good system to collect info and to follow up.”
Bottom line: A Lawmatics consultant doesn’t just set up your software—they build a system that ensures leads don’t slip through the cracks, automates tedious workflows, and maximizes your revenue potential.
Direct Advice: When and Why to Hire a Lawmatics Consultant
If your law firm struggles with intake and conversion, you need to evaluate whether you have the time, expertise, and process design skills to build an effective intake system yourself. If not, a consultant will pay for themselves by helping you recapture lost revenue.
Here’s when hiring a Lawmatics consultant makes sense:
1️⃣ You’re not sure how to configure Lawmatics for your firm’s specific needs
2️⃣ You don’t have a systematic way to track and follow up with potential clients
3️⃣ You’re manually entering data from one system to another
4️⃣ You’re spending money on marketing but can’t track how many leads turn into clients
5️⃣ You have hundreds of lost leads with no automation in place to re-engage them
6️⃣ You’re using multiple disconnected tools and need a seamless workflow
If two or more of these apply to you, it’s time to bring in an expert.
Your Lawmatics Build Project: A Checklist for Success
If you’re ready to move forward with a Lawmatics consultant, here’s a checklist to make sure your project starts on the right foot:
✔ Clarify Your Goals – What problems are you trying to solve? More conversions? Better lead tracking? Automating repetitive tasks?
✔ Identify Your Current Bottlenecks – Where do leads drop off? What intake tasks are slowing you down?
✔ Audit Your Existing Tools – Are you using Gravity Forms, Clio, or another CRM? What needs to integrate with Lawmatics?
✔ Decide on Payment and Follow-up Systems – How will you collect payments? What automations will nurture leads?
✔ Define Your Success Metrics – What does success look like? More booked consultations? Higher conversion rates?
✔ Ensure Your Consultant Understands Legal Workflows – You need someone who doesn’t just know Lawmatics, but knows how to design intake systems that work for lawyers.
✔ Commit to Training Your Team – Even with automation, your staff needs to understand the new system. Plan for training and adoption.
Final Thought: Is a Lawmatics Consultant Worth It?
If your firm is leaking leads, losing potential revenue, or relying on inefficient manual processes, hiring a Lawmatics consultant is an investment—not an expense. The cost of not optimizing your intake system is far greater than the one-time expense of getting it done right.
By working with an expert, you’re not just setting up software—you’re building a system that will generate revenue for years to come.
Case in Point: A mid-sized family law firm increased revenue by 50% with custom CRM workflow automation. This demonstrates that working with a Lawmatics consultant has a clear path to ROI by developing and implementing a system for capturing more leads as hired clients.
🚀 Thinking about hiring a consultant to optimize your Lawmatics implementation? Let’s talk about your firm’s needs.
