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I will lawmatics CRM setup client intake automation clio mycase filevine integration
Maximize Sales with Expert Ads High Converting Funnels
Hi, I’m Daniel_DigiLabs, a Facebook & Google Ads expert and sales funnel strategist specializing in GoHighLevel, ClickFunnels, Systeme.io, and WordPress funnels. I create high-converting ad campaigns ...
About this Gig
LEGAL INTAKE WORKFLOWS BUILT AROUND YOUR FIRM
Lawmatics CRM setup organizes new inquiries, client intake forms, follow-ups and handoffs to case management. This service is for solo attorneys, growing law firms and intake teams managing consultations and new matters.
When intake lives in scattered emails or spreadsheets, follow-ups and handoffs become harder to track. I structure your Lawmatics setup around your real stages, required fields and team responsibilities.
WHAT I CONFIGURE:
- Inquiry pipeline and client intake forms
- Intake automation for reminders, status changes and tasks
- Optional Clio integration or supported MyCase integration / Filevine integration
- Test records, field-mapping review and a short handover guide
Intake Starter covers one form and workflow. Intake Automator adds up to three workflows. Case Handoff Pro adds one supported case-management connection.
Native MyCase and Filevine sync is one-way from Lawmatics. Licenses, custom APIs, bulk migration and legal advice are excluded.
Message me your current tools and the intake process you want connected now.
Software:
Other
Industry:
Financial services
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Legal
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Marketing & advertising
My Portfolio
FAQ
What does Lawmatics CRM setup include?
Lawmatics CRM setup covers the agreed pipeline, client intake form and intake automation configuration. Intake Starter includes one form, one pipeline and one follow-up workflow; higher packages add more steps or a supported handoff.
Can you configure my entire client intake process?
Yes, within package scope. Intake Automator provides two client intake forms and up to three intake automation workflows for tasks, follow-up or appointment reminders. Complex conditional routing may need a custom offer.
Do you offer Clio integration with Lawmatics CRM?
Case Handoff Pro covers one supported Clio integration to Clio Manage, including agreed contact and matter mapping plus a test record. Clio integration requires authorized access and a compatible subscription; historical migration is excluded.
How does MyCase integration work?
MyCase integration uses Lawmatics native matter transfer where supported. It is a one-way Lawmatics-to-MyCase sync, not two-way editing. Case Handoff Pro covers one destination; a separate Clio integration is not automatically included.
Can you provide Filevine integration as well?
Filevine integration is available under Case Handoff Pro as the one selected destination. Native Filevine integration moves supported records from Lawmatics to Filevine, not backward. Custom API development or multiple destinations require separate scope.
What is the difference between the three packages?
Intake Starter delivers basic Lawmatics CRM setup and one client intake workflow. Intake Automator expands intake automation to three workflows. Case Handoff Pro adds one supported Clio integration, MyCase integration or Filevine integration.
Will the automation prevent duplicate client records?
I can review intake automation entry rules and map available fields to reduce avoidable duplicate creation. No CRM setup guarantees perfect deduplication; existing record cleanup, bulk merges and cross-system reconciliation are excluded.
What information do you need from the law firm?
Provide your current client intake stages, form questions, email templates, scheduling process and desired outcome. For Lawmatics setup or Clio integration, grant secure authorized access; use fictional test matters rather than confidential client files.
How will you test and hand over my workflow?
I submit fictional client intake records, check intake automation triggers and, for Case Handoff Pro, test the selected destination sync. You receive a short configuration summary and a list of any limitations or unresolved permissions.
What is excluded from CRM integration?
Subscriptions, SMS/email usage fees, legal compliance advice, full data migration, custom API development, two-way MyCase integration and two-way Filevine integration are excluded. Extra platforms or complex Clio integration are separately quoted.
