How-To Guide

The Law Firm Automation Playbook

A practical guide to doing more with less, increasing conversion and wowing clients from start to finish.

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At Lawmatics our mission is to enable lawyers to focus on being the best lawyer they can be — to focus on the practice of law, not to worry about running the business of a law firm. Whether you are an experienced CRM and automation user, or today is the first day you are diving in, you will find value in this guide. We have gathered the most impactful workflows, recommendations, and examples of how firms use automation in their practice—not just for intake but all areas of their practice.


In this playbook, you'll find complete step-by-step instructions and visual guides to show you exactly how to replicate or adapt these powerful automation systems for your firm.


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