[ Lawmatics Reviews ](https://www.g2.com/products/lawmatics/reviews) [ Lawmatics Reviews ](https://www.g2.com/products/lawmatics/reviews) # Lawmatics Features ##### ## Platform Basics (17) Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Contact Management Manages law firm contacts and client information. Forms Management Store, manage and track all forms in a centralized location Records Management Ability to record, store, update, and retrieve information Task Management Create, manage and track all task activities and progression Conflict Management Search and check for conflicts of interest or statutes of limitations Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Email Management Manage, store and organize emails within the system or via third-party apps Contract/License Management Track, store, and access client contracts or licenses Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional Calendar Management Track and manage schedules and meetings via an integrated calendar Legal Case Management Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Show More ##### ## Content Management (5) Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Show More ##### ## Time & Billing (8) Time Tracking Tracks billable hours and time spent on specific tasks. Payments Allows clients to pay bills within the solution, typically via a portal. Billing Bills clients via email or a client portal. Activity Tracking Track and document all activities across devices, networks, and other systems Expense Tracking Monitor and record expenses such as purchases or charges incurred Billable Items Tracking Track the list of items required to be billed/invoiced to clients Email Tracking Track delivered, received, and opened emails Task Progress Tracking Track the status and progress of tasks Show More ##### ## Sales Force Automation - Legal CRM (3) Task Management Assigning tasks, assist with matter management , and distributing work. Contract Management Manages the entire contract process, from creation and negotiation to signing. Quote and Order Management Provides custom quote creation functionality. Show More ##### ## Platform Additional Functionality - Legal CRM (4) Automation Automates operation related tasks, such as engagement letter. Messaging Contains in-application messaging abilities Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Show More ##### ## Marketing Automation - Legal CRM (2) Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on lead recording. Show More ##### ## Customer Support - Legal CRM (3) Support Analytics Allows users to conduct analysis on support activities. Customer Portal Offers customization of the client portal and law firm dashboard. Case Management Contains customer request handling functionality and issue tracking. Show More ##### ## Platform Reporting and Analytics - Legal CRM (1) Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Agentic AI - Legal CRM (2) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Legal Practice Management (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (34) Billing & Invoicing Create, manage, and send invoices or bills to customers Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Customizable Reports Alter the layout and content of reports Electronic Signature Digitally sign online documents Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Trust Accounting Manage bookkeeping for client trust accounts Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access For Legal Professionals Specifically designed to address the needs of law firms and legal departments AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Case Notes Access and track notes regarding case activities and updates within case files Full Text Search Search for specific words or phrases within a document or database Reminders Timed notification for any upcoming task, deadline, appointment, or activity API Application programming interface that allows for integration with other systems/databases Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Document Generation Custom forms to streamline repetitious aspects of a document Case Law Research Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Fields Customize data fields to support various needs and use cases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Secure Data Storage Securely stores data to prevent data loss or breaches Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Mobile Access Access software remotely via mobile devices Backup and Recovery Create backups and provide methods to recover deleted/lost data Payment Processing Accept, record, and reconcile financial transactions Customizable Forms Customize contracts and forms to collect specific information Show More ## Top-Rated Alternatives [ ![Clio Manage](https://images.g2crowd.com/uploads/product/hd_favicon/2475803944d6946c3c68bd9a898e1d2e/clio-clio-manage.svg "Clio Manage") Clio Manage 4.6/5(997) ](https://www.g2.com/products/clio-clio-manage/reviews) [ ![8am MyCase](https://images.g2crowd.com/uploads/product/hd_favicon/ae9cc0d58547045ab48e01575a3b375a/8am-mycase.svg "8am MyCase") 8am MyCase 4.4/5(389) ](https://www.g2.com/products/8am-mycase/reviews) [ ![Smokeball](https://images.g2crowd.com/uploads/product/hd_favicon/f16947056a8460c9f3d536838472e2e1/smokeball.svg "Smokeball") Smokeball 4.7/5(385) ](https://www.g2.com/products/smokeball/reviews) [ View All Alternatives ](https://www.g2.com/products/lawmatics/competitors/alternatives) Lawmatics 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