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Lawmatics provides a legal CRM and marketing automation platform designed for law firms to manage client relationships and streamline operations. It combines client management, automated marketing, scheduling, segmentation, and case management into one system, accessible via a subscription model and an API for integrating with other software. How it works: law firms use Lawmatics to track clients and leads, automate communications and scheduling, segment audiences for targeted outreach, and manage cases all in one place. It differs from competitors by focusing on small to mid-sized law firms and offering an integrated suite tailored to legal workflows, with easy API access for connecting to other tools. The company’s goal is to improve client engagement, boost efficiency, and enhance client satisfaction across legal practices.
Industries
Enterprise Software
Legal
Company Size
51-200
Company Stage
Series A
Total Funding
$12.5M
Headquarters
San Diego, California
Founded
2017
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Total Funding
$12.5M
Below
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Funded Over
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Lawmatics announces AI suite for law firms, bringing agentic automation to legal lead intake. Mar. 24, 2026, 11:10 AM San Diego, CA, March 24, 2026 (GLOBE NEWSWIRE) - Lawmatics, the leading CRM and client acquisition platform for law firms, today announced the most significant expansion of its platform to date, adding three native AI tools that redefine how firms acquire clients, manage intake, and run day-to-day operations. Built natively inside the Lawmatics platform, QualifyAI, EngageAI, and MerlinAI give law firms the ability to instantly qualify new leads, engage prospects across every channel, and manage their operations through natural language prompts. Together, these agentic and generative AI tools help firms convert more leads into clients and operate at their full potential. Law firms - particularly small and midsize practices - face a persistent gap between the volume of leads they receive and their capacity to respond to all of them effectively. Intake coordinators and attorneys managing high caseloads often cannot follow up with every prospect quickly enough, and leads that go cold represent real lost revenue. At the same time, the administrative burden of intake, reporting, and workflow management consumes hours that could otherwise be spent serving clients. With its AI suite, Lawmatics gives firms the capacity to respond to every opportunity, without adding to anyone's workload. "Law firms don't lose potential new clients because of bad lawyering. They lose leads because of manual processes," said Matt Spiegel, founder and CEO of Lawmatics. "QualifyAI, EngageAI, and MerlinAI give every firm on our platform the ability to operate at their full potential - converting more leads, serving more clients, and building the kind of practice they set out to build." QualifyAI is an agentic AI that evaluates incoming leads against a firm's specific criteria - including practice area, case type, and client profile - and automatically prioritizes the highest-value opportunities. Already recognized with an Excellence in AI Award from Business Intelligence Group, an independent organization that honors innovation across technology sectors, QualifyAI is the first of the three tools to reach general availability and is live for Lawmatics customers today. "Since rolling out QualifyAI, our firm has seen better quality leads coming through, higher conversion and close rates, and we've lost less time on poor-fit inquiries," said Glenn Gilmour, director of operations at Johannesmeyer & Sawyer, PLLC and a Lawmatics customer. EngageAI deploys AI-powered outreach agents across email, phone, text, and chat, ensuring every prospect receives a timely response and continues moving through the intake process regardless of staff availability. MerlinAI, an in-platform copilot, allows users to build automations, generate reports, and surface insights using simple conversational prompts. EngageAI and MerlinAI are in production and will be released to customers in the coming months. Markets Insider and Business Insider Editorial Teams were not involved in the creation of this post. Sponsored Financial Content The Link Between Sleep Apnea and Blood SugarLearn about the symptoms of sleep apnea, the impact on your glucose levels, and treatment options.Stelo | Sponsored
Lawmatics ranked #11 on G2's 2026 Best Software Awards for Best Legal Software. Recognition underscores Lawmatics' momentum in transforming law firm operations with automation and AI. February 19, 2026 11:51 ET | Source: Lawmatics San Diego, Feb. 19, 2026 (GLOBE NEWSWIRE) - Lawmatics, the leading CRM for law firms, today announced it has been named to G2's 2026 Best Software Awards, placing 11th on the Best Legal Software list. G2, the world's largest and most trusted software marketplace, reaches over 100 million buyers annually. Its annual Best Software Awards celebrate the world's best software companies and products based on verified user reviews and market presence. This ranking reflects a year of Lawmatics accelerating the shift to automated, AI-driven law firm operations, most recently with the full launch of QualifyAI, an AI agent that instantly identifies a firm's best-fit leads based on firm-defined criteria and historical analysis. Lawmatics has also expanded its ecosystem with deeper practice management connections, including a new partnership with Filevine and a recently released integration with LEAP. Together, connections like these form a full suite of integrations that support firms within the systems they already rely on, from reception to practice management, helping reduce manual handoffs and streamline workflows. "Law firms are being asked to move faster and deliver a better client experience with lean teams," said Matt Spiegel, co-founder and CEO of Lawmatics. "Our mission is to unleash law firms' full potential by putting trustworthy AI agents to work across intake and marketing. That means the right inquiries are identified early, the next step happens automatically, and teams spend less time on manual follow-up and more time doing high-value work. Implementing automation and AI as core infrastructure removes so much of the chaos and inconsistency that holds law firms back. Being recognized by G2 reinforces that our customers are gaining a competitive advantage from our approach." "As buyers increasingly shift to AI-driven research to discover software solutions, being recommended in the 'answer moment' must be earned with credible proof," said Godard Abel, co-founder and CEO at G2. "Our Best Software Awards are grounded in trusted data from authentic customer reviews. They not only give buyers an objective, reliable guide to the products that help teams do their best work, but they're also the proof AI search platforms rely on when sourcing answers. Congratulations to this year's winners, including Lawmatics. Earning a spot on these lists signals real customer impact." Lawmatics was also recently awarded a Bronze Stevie (C) Award for Customer Service Department of the Year in the Computer Software - Up to 100 Employees category.
Lawmatics, a CRM platform for law firms, has launched QualifyAI, an AI agent designed to help firms convert more inquiries into clients. Following a successful beta test, the tool is now available to all customers as an add-on feature. QualifyAI allows firms to define their own qualification criteria, including accepted practice areas and disqualifiers. The AI agent then applies this logic consistently across all inquiries, providing clear reasoning for each recommendation. This enables intake teams to evaluate lead quality immediately and respond faster to promising prospects. "Our team used to spend hours reviewing leads one by one. Now, QualifyAI does the first pass for us," said Jay Stefani, managing partner at Levinson & Stefani, a beta participant. The tool integrates natively within Lawmatics and can automatically trigger routing and follow-ups for high-quality leads.
Lawmatics wins 2025 Sales & marketing technology of the Year Award.
Lawmatics has been awarded Top Product in the Growth Catalyst category in 2025 Sammy Awards by Business Intelligence Group
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Industries
Enterprise Software
Legal
Company Size
51-200
Company Stage
Series A
Total Funding
$12.5M
Headquarters
San Diego, California
Founded
2017
Find jobs on Simplify and start your career today