The Challenge of Managing a Growing Family Law Firm
If you’re running a family law firm, you’ve likely asked yourself: “What is the best family law firm CRM system?” Managing intake, tracking leads, and keeping up with reporting can quickly become overwhelming, especially as your practice grows. Many firm owners find themselves cobbling together spreadsheets, outdated software, and manual processes—only to realize they’re spending more time on admin work than serving clients.
We recently completed a very successful Lawmatics implementation for a growing mid-sized family law firm and during the free 30-min initial consultation, the tech-savvy owner put it this way:
“We basically doubled our costs in less than nine months. Every time we add a thousand more contacts, it goes up, and then on top of that, we’re not able to build out anything else because it’s not this simple ‘if this, then that’ click this, do that—it’s just such a horrible map system.”
That’s why more and more family law firms are turning to Lawmatics, a CRM designed specifically for law firms to streamline intake, automate follow-ups, and provide the insights needed to scale efficiently.
Why Family Law Firms Are Choosing Lawmatics
The big idea: A modern CRM like Lawmatics isn’t just a “nice-to-have”—it’s an essential tool for family law firms looking to streamline operations, enhance client experience, and increase revenue.
Here’s why firm owners are making the switch:
- Efficiency & Automation – Intake, follow-ups, and sales processes can be automated, freeing up valuable time. As our firm owner customer explained: “We’d be trying to build this stuff out ourselves as Lawmatics would like us to do, but it just doesn’t make sense. We’d much rather get a professional like Matter Flow Advisors who knows what they’re doing, tell you what we need, have you guys build it out, and then we start using it.”
- Ease of Use & Reduced Complexity – Many legal CRMs are outdated and cumbersome: “Our current platform is very outdated… You basically need a full-time developer on staff to make changes at any time because it’s so confusing. One change on an intake form takes six hours to build everything else out.”
- Better Reporting & Insights – Firm owners need real-time visibility into firm performance, but outdated systems don’t deliver: “Right now, our current system doesn’t have reporting the way that most people want to see those reports—it’s just all done in list formats. I may have to pull 60 different reports to get what I need and then put it together because there isn’t something showing me bar graphs, diagrams, or giving me totals.”
- Cost-Effectiveness – Some firms hesitate to switch CRMs due to cost concerns, but outdated software can be just as expensive, if not more: “I want to make sure that it’s on budget for us. We can also plan for, okay, this is what we’re looking to spend in October, November, and December to get all this built out and we have an idea of that versus signing up and going, ‘Oh, it’s going to cost how much to do all of this?’”
- Customizable Intake & Sales Processes – Many law firms rely on manual workflows, but that doesn’t scale: “Right now, in Keap we have one automation sequence. It’s done in texts and emails that go out based on like day one, day five, day 10, day 20, all the way in a 90-day cycle. It’s not ridiculous, but then it is in the sense of, ‘Are they a female and is it a divorce with kids? They get this. Is it a female with a divorce without kids? They get this.’”
- Seamless Data Migration – Migrating from an old system is one of the biggest concerns for law firms: “I’m hearing from people that it can be rather problematic—this custom field in Keap doesn’t come over here to that Lawmatics field. There could be multiple duplications of things… This is critical to solve for our conflict-checking data management. I need to make sure that names, addresses are all there—like, I need to know that I can trust Lawmatics to be my de facto conflict-checking software.”
How to Choose and Implement a Legal CRM Like Lawmatics
If you’re considering Lawmatics or another CRM for your family law firm, here’s how to set yourself up for success:
1. Define Your Goals
Before selecting a CRM, clarify what you need it to accomplish. Are you looking to:
✅ Automate your intake and follow-up process?
✅ Improve client communication?
✅ Get better reporting on case outcomes and financial performance?
2. Evaluate Ease of Use
A powerful CRM is useless if your team can’t use it effectively. Lawmatics stands out because:
✅ It doesn’t require a developer to maintain.
✅ It offers intuitive drag-and-drop automations.
✅ It integrates with tools your firm already uses.
“Lawmatics seems fairly easy… It’s not easy in terms of there’s a lot that has to be built out, but it’s user-friendly compared to what we’re doing.”
3. Prioritize Reporting Capabilities
Many legal CRMs fall short when it comes to reporting. Ask:
✅ Can it generate visual dashboards?
✅ Does it allow tracking by referral source, case type, and revenue?
✅ How easy is it to export and manipulate data?
4. Plan Your Migration Carefully
Data migration is often the most overlooked part of implementing a CRM. Ensure:
✅ You control what gets imported and where it goes.
✅ There’s a process for cleaning up and verifying migrated data.
✅ You do a test run before making the full switch.
“I need guarantees that I can get this information because if I can’t, I can’t proceed, you know?”
5. Budget for Professional Setup
While Lawmatics is user-friendly, setting up automations and reporting still requires expertise. Consider:
✅ Hiring a consultant to handle the build.
✅ Mapping out your intake pipeline before implementation.
✅ Training your team to use the system efficiently.
“I totally tech-savvy and have built plenty of other things out in my past, but it’s not an effective use of my time to be like, ‘Let me build everything.’”
Final Thoughts
If you’re a family law firm owner looking for the best CRM to manage client intake, automate follow-ups, and track firm performance, Lawmatics is a strong contender. The key to success isn’t just choosing the right system—it’s implementing it effectively.
By following this checklist, you can ensure your transition to a legal CRM is smooth, efficient, and delivers real ROI for your practice.
Still have questions? Want to see if Lawmatics is the right fit for your firm? Let’s chat! 🚀
