Lawmatics Review (2026): The Legal Intake CRM, Plan by Plan
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Lawmatics review in one sentence: it’s a legal intake CRM built to turn more leads into signed clients, and it doesn’t publish a single price.
If you’re a managing partner or office manager trying to stop leads from slipping through the cracks, Lawmatics is built for that exact problem. If you’re hoping to click “buy now,” see a price, and set it up this afternoon, you’ll probably find the buying process frustrating.
This Lawmatics review is based on Lawmatics’ official pages, including its pricing page (checked October 12, 2026). I’ll break down the plans, the real-world differences between Essential vs Premium vs Enterprise, and the add-ons that can move your quote more than you’d expect.
Lawmatics is a strong fit for small and mid-size firms where growth depends on speed-to-lead , consistent follow-up , and clean handoffs from marketing to intake to attorneys. If your firm runs ads, gets web form leads, fields a lot of phone calls, or has multiple people touching intake, this is the kind of tool that can make your process feel “tracked” instead of “hope-based.”
Expect a sales-led buying process. Lawmatics uses quote-only pricing, and the published plan requirements include a 3-user minimum on Essential and Premium, plus add-ons that can materially change what you pay.
It’s a weaker fit if you’re solo (or cost-sensitive) and you want transparent pricing with self-serve onboarding. A quote-only price is like a tailor’s suit: it can fit perfectly, but you don’t know the cost until you’ve been measured.
Also, Lawmatics is usually best alongside a practice management system such as those listed in this best legal case management software guide, rather than a full replacement. Some firms may use Lawmatics very broadly, but most still keep a dedicated PMS for matters, documents, billing workflows, and trust accounting.
What Lawmatics is (and what it isn’t)
What it is: Lawmatics is a client intake platform + legal CRM + marketing automation system designed to help law firms convert leads into signed clients. Think “lead comes in, intake follows up fast, consult gets booked, retainer gets signed, and the whole thing is measurable.”
What it isn’t: For most firms, it’s not a complete practice management replacement. Lawmatics does support Time & Billing as an add-on on some plans (and included in Enterprise per the published comparison), but many firms still rely on a dedicated PMS for day-to-day matter work.
Here’s the typical Lawmatics stack in plain English:
Lead source: website forms, chat, phone calls, referrals, ads
Lawmatics intake: capture the lead, qualify, run a conflict check, assign tasks
Attorneys: consult scheduling, notes, “is this lead qualified?” context, clean handoff
If your intake process currently lives in sticky notes, inbox searches, and “did anyone call them back?”, Lawmatics is meant to replace that with a pipeline and rules.
Lawmatics pricing in 2026: why there’s no price list
Lawmatics uses a quote-only model. You won’t find public dollar amounts for Essential, Premium, Enterprise, or the add-ons.
That’s common in sales-led software, especially when vendors bundle:
onboarding and training
support tiers
contact volumes and email volumes
permissioning and multi-team complexity
integration needs
It’s not automatically bad. It just means you need to show up to the sales call with the right questions, or you’ll walk away with a quote that doesn’t match your actual workflow.
Minimums and limits to watch
User minimums (published):
Essential: 3-user minimum
Premium: 3-user minimum
Enterprise: 5-user minimum
This matters because many firms mentally budget for “one intake person.” Lawmatics is often priced and packaged for teams, even if your “team” is an intake person, an office manager, and a marketing coordinator sharing responsibility.
Contacts and automations (published highlights):
Essential includes 500 contacts and 10 automations
Premium includes 10,000 contacts and unlimited automations
Enterprise includes 10,000 contacts (more sold separately) and unlimited automations
Also note the footnotes on the pricing page: additional contacts are sold separately , and some features (like AI and SMS/MMS) can be add-ons.
What tends to change your Lawmatics cost
You won’t get an official price list, so the best you can do is understand the levers that usually move the quote:
Number of users (and which roles need logins)
Contact volume (and whether old leads count toward storage)
Automation volume (especially if you want lots of segmentation)
Email sending volume (Premium/Enterprise list up to 50,000 sends/month on the plan comparison)
Deliverability tooling and configuration (often overlooked, but crucial)
Integrations (PMS sync requirements, special data mapping, Zapier/API needs)
Multi-location or multi-practice complexity (permissions, reporting, pipelines)
Advanced permissions / dashboards (sometimes bundled by tier)
Implementation and training packages (how much “done with you” you want)
Paid add-ons to ask about early (don’t wait until the end)
Lawmatics’ pricing page calls out add-ons and plan-gated features. Bring these up early so you don’t compare an “apples to oranges” quote.
Ask specifically about:
Time & Billing (add-on on Essential and Premium, included in Enterprise per the plan comparison)
E-signature limits (Essential lists up to 50 per month; Premium and Enterprise list e-signatures as included)
Texting and MMS (the comparison table lists two-way texting at 50 per month on Premium and 100 per month on Enterprise, none on Essential, with MMS as an add-on; confirm what’s actually included in your quote)
AI features (available as an add-on for an additional fee, per the pricing page footnote)
Advanced reporting / custom dashboards
Website chat
Additional phone numbers (if you want tracking by campaign/location)
Here’s a simple way to estimate total cost of ownership before you have the quote:
Subscription: user minimum + contact tier + plan tier
Implementation: onboarding, training, data import, integration setup
Ongoing admin time: who owns fields, forms, automations, and hygiene
Opportunity cost: a CRM only pays you back if the firm uses it consistently
If your intake process is messy, expect 2 to 6 weeks of process cleanup before the tool looks “magical.” The software can’t standardize what the firm refuses to standardize.
Essential vs Premium vs Enterprise: what each plan includes
Lawmatics’ plan names are consistent on its pricing page, but sales-led packaging can still vary. So I’m going to stick to what Lawmatics publicly lists, then translate what it means operationally.
Below, each plan uses the same template: who it’s for, what you get, key limits, what you’ll miss, and 3 questions to ask.
Before we get into it, here’s a visual you’ll likely recognize from the Lawmatics pricing flow.
Image source: Lawmatics pricing page (URL may change; screenshot-style image included for reader context).
Essential plan
Who it’s for: Firms striving to boost client capacity while operating at peak efficiency. In practice, that’s usually a small team that needs real intake structure without enterprise complexity.
What you get (published highlights):
Client intake
Lead management
Calendaring
Custom forms
Task management
E-signature (up to 50/month)
10 automations
500 contacts (more sold separately)
Basic conflict checking
AI features available as a paid add-on (per the plan card/footnote)
Time & Billing available as an add-on (per comparison table)
Key limits to pay attention to:
3-user minimum
500 included contacts
10 automations
e-sign cap (50/month)
email sends are “not listed” in the comparison table (ask what’s included, and what happens at scale)
What you’ll miss (most commonly):
More robust reporting and ROI dashboards that firms want for marketing spend decisions (Premium calls out custom reporting and analytics)
Advanced conflict checking (Premium/Enterprise list Advanced)
Round-robin scheduling for intake teams (listed on Premium and up)
E-signatures included (Premium/Enterprise)
3 questions to ask on the call:
“Do old leads count toward the 500 contacts if they’re closed or archived?”
“What counts as one automation, and what happens if we need more than 10?”
“What are the real limits on email sending and texting on Essential in our configuration?”
Choose this plan if… you want a real intake pipeline and follow-up system, but your marketing and reporting needs are still fairly simple.
Premium plan
Who it’s for: Firms targeting rapid growth, record high profitability, and market leadership. Translated: you’re spending money to acquire leads, and you want to stop wasting that spend.
What you get (published highlights):
Everything in Essential
10,000 contacts
Workflow and marketing automation (unlimited automations in the comparison table)
Round-robin scheduling
Advanced conflict checking
Email marketing
Custom reporting
Analytics and ROI tracking
Custom dashboards
Event management
E-signatures (included)
Email sends: up to 50,000/month (Premium and Enterprise list this)
Time & Billing is still listed as an add-on in the comparison table for Premium. Verify packaging on your quote.
Key limits to pay attention to:
3-user minimum
10,000 contacts included
email sends up to 50,000/month (ask what happens if you exceed it)
clarify SMS vs SMS/MMS: pricing page suggests “SMS & MMS” can be add-on; confirm what’s in your plan
What you’ll miss (most commonly):
Enterprise-level account management and potentially “full access to all features” packaging
Time & Billing included (Enterprise includes it per plan comparison)
3 questions to ask on the call:
“How does round-robin scheduling work with practice areas, languages, and different attorney availability?”
“Can reports segment by office location, practice area, and lead source in the same view?”
“What deliverability setup is included so our emails actually land in inboxes?”
Choose this plan if… you’re serious about growth and need automation, reporting, and intake routing that scales beyond one person.
Enterprise plan
Who it’s for: Larger or more complex firms that need custom solutions and cross-functional rollout. If multiple offices, multiple intake teams, and lots of practice areas are in play, Enterprise is the “less friction” route.
What you get (published highlights):
Everything in Premium
10,000 contacts (more sold separately)
Dedicated account manager (listed on the Enterprise card)
“Full access to all features” (Enterprise card language)
Time & Billing included (per plan comparison)
Unlimited automations
Email sends: up to 50,000/month (listed)
Key limits to pay attention to:
5-user minimum
“Custom pricing” and packaging can vary, so you need clarity in writing
clarify what “full access” includes regarding add-ons like AI and SMS/MMS (don’t assume)
What you’ll miss (most commonly):
Honestly, the biggest “miss” is that Enterprise still won’t replace a full practice management suite for every firm. You may still need your PMS, especially for matter work, trust accounting, and deeper document workflows.
3 questions to ask on the call:
“What does the dedicated account manager actually do, and what are the response times?”
“What controls exist for permissions, audit trails, and multi-office reporting?”
“Which features are still add-ons even on Enterprise (AI, MMS, advanced integrations)? Put it in the quote.”
Choose this plan if… you’re rolling Lawmatics out across teams and offices and want fewer constraints around contacts, routing, and packaging.
Add-ons that change what you pay
This is where a lot of firms get surprised.
Lawmatics’ official pricing page includes footnotes and plan notes that make it clear add-ons exist and can change total cost. No dollar amounts are published, so treat this as a checklist for your demo and quote review.
Here are the add-ons and pricing levers called out in your requirements (and consistent with the kind of packaging Lawmatics describes):
Additional contacts sold separately (footnote on pricing page)
AI features available as an add-on for an additional fee (footnote / plan card note)
SMS & MMS for an extra fee (footnote; Premium lists 50 two-way texts per month and Enterprise 100, with MMS as an add-on)
Time & Billing add-on on Essential and Premium, included in Enterprise
Merlin Qualify and Merlin Engage (outcome-based pricing, and Engage requires Qualify)
Merlin Copilot (user-based pricing)
No amounts are publicly listed. Get every add-on line item in writing, even if you decide not to buy it now. That way you’re not renegotiating mid-year because you hit a limit.
Client intake, forms and e-signatures
The easiest way to understand Lawmatics is to walk through a single lead from start to finish. That’s also the best way to spot whether a plan limit will hurt you.
The “lead comes in → intake happens → consult booked → retainer signed” story
1) Lead comes in
A prospective client fills out a web form, starts a chat, calls, or gets referred. Lawmatics is designed to capture and centralize that lead so it doesn’t live only in an inbox or a call log.
2) Intake happens fast
The intake team works the lead using tasks, pipeline stages, and automated follow-ups. The goal is speed-to-lead and fewer missed touches, especially when the prospect doesn’t answer the first time.
For streamlining this process, having a well-structured client intake form can be extremely beneficial. This form should capture all necessary information from the client efficiently.
3) Consult booked
Lawmatics includes calendaring and scheduling tools. On Premium and up, round-robin scheduling can route consults across intake staff or attorneys so no one person becomes the bottleneck.
4) Retainer signed
Lawmatics supports e-signatures, but the limits differ by plan. On the published comparison:
Essential: up to 50 e-signatures/month
Premium/Enterprise: e-signatures included
That difference matters more than it sounds. If you’re signing fee agreements, authorizations, and intake packets every day, the e-sign cap becomes a “hidden throttle” on volume.
Where features may be gated (verify on your quote)
Lawmatics publishes some limits clearly (contacts, automations, e-signature, email sends). But for anything that can be packaged differently in a quote-only product, assume you need to confirm it.
During the demo, literally say: “Show me this on the plan we’re being quoted.” Then ask them to include it in the quote notes.
Legal CRM: pipelines, conflict checks and the client portal
At its core, Lawmatics is a legal CRM. That means it’s built to move people through stages, assign responsibility, and make outcomes measurable.
Pipelines, task management, and calendaring
Most firms end up with a pipeline that looks something like:
New lead
Attempting contact
Consult scheduled
Consult completed
Pending retainer
Signed client
Not a fit
No response / closed
The CRM piece matters because it lets you answer questions like:
How many leads did we fail to contact within 24 hours?
Which intake staff member has the best booking rate?
Are we getting more “bad fits” from a certain ad channel?
A CRM without a pipeline is like a gym membership without a plan. It exists, but it doesn’t change outcomes unless you use it consistently.
Conflict checking (published plan differences)
Lawmatics calls out conflict checking differences on its plan comparison:
Essential: Basic conflict checking
Premium + Enterprise: Advanced conflict checking
What “basic vs advanced” means can vary by product, and Lawmatics doesn’t publish every detail on the pricing table. So treat this as a demo requirement: have them explain how conflicts are searched, what fields are included, and how it fits your risk tolerance.
If you’re handling high-conflict practice areas (PI with lots of parties, business disputes, family law with extended family conflicts), don’t gloss over this.
Client portal (what clients can do)
Lawmatics includes a client portal in its plan comparison. The portal typically matters for two moments:
between “consult scheduled” and “consult held” (collecting forms, docs, confirmations)
between “verbal yes” and “signed” (packet completion, signatures, payments if enabled)
During the demo, ask for a client-side walkthrough. Intake teams often buy tools based on staff convenience, but conversion rates often hinge on what the prospect experiences.
Round-robin scheduling (Premium and up)
Round-robin scheduling is listed on Premium and above. If you have multiple intake staff or multiple attorneys doing consults, this can remove a lot of manual back-and-forth.
If you’re comparing options for law firm CRM systems, you may want to look at other platforms in this category. Here’s a broader roundup of the best CRM for law firms.
Marketing automation and email
“Marketing automation” in a law firm should not mean blasting newsletters at everyone. In a sane intake operation, it means two things:
Follow up with leads who don’t respond right away
Stay top-of-mind for leads who aren’t ready yet
A good automation setup is like an intake assistant who never forgets to follow up, never takes a day off, and never says, “I thought someone else handled that.”
Deliverability reality: CRM email isn’t the same as Mailchimp
Law firm CRM email lives in a weird middle ground. It’s not purely transactional (like appointment confirmations), and it’s not always purely marketing (like newsletters).
So deliverability matters:
domain authentication (SPF, DKIM, DMARC)
list hygiene (don’t keep hammering dead leads)
content and link practices (avoid spam triggers)
consistent sending patterns
Premium and Enterprise list up to 50,000 email sends/month on the comparison table. That’s plenty for many firms, but it only matters if those emails land in inboxes.
Ask Lawmatics what’s included in onboarding for deliverability setup, and what your firm needs to do on the domain side.
4 automation sequences most firms actually use
Here are sequences that map to real intake outcomes.
1) “New lead, no answer” sequence (0–7 days)
Immediate “we received your request” confirmation
5-minute task reminder for intake to call
If no contact, follow-up email + text (where compliant)
Day 2, Day 4, Day 7 attempts and a final “close the loop” message
2) “Consult scheduled” sequence (pre-consult)
Confirmation + calendar link
Reminder 24 hours before
Reminder day-of
Intake form request with deadlines
“What to expect” message that reduces no-shows
3) “Not ready yet” nurture (30–90 days)
This is huge in estate planning, family law, immigration, and even PI leads shopping around.
educational check-ins
FAQ replies
“when you’re ready, book here” CTA
optional referral prompts
4) “Reactivation” sequence (old leads)
“Do you still need help with X?”
updated availability
alternate offer like paid consult (if that’s your model)
quick qualification questions
Whether these are included out of the box or need to be built depends on your onboarding package and plan. Ask what templates exist, and what’s custom.
Reporting and ROI tracking
Most firms don’t have a “lead problem.” They have a “lead visibility” problem.
Lawmatics’ Premium plan card explicitly calls out custom reporting , analytics & ROI tracking, and custom dashboards. That’s the right direction if you’re spending meaningful money on marketing and want to manage it like an operator, not like a gambler.
Core reporting most firms want
At minimum, firms usually want:
leads by source (Google Ads, LSA, referral, organic, etc.)
Attribution limits (don’t over-trust any dashboard)
Even good dashboards can lie by omission.
Problems you’ll run into:
phone calls that bypass tracking numbers
referrals that get entered inconsistently (“Friend” is not a source)
multi-touch journeys (ad today, organic search next week, then call)
intake staff selecting the wrong source to move fast
So yes, measure ROI. Just don’t treat attribution as courtroom evidence. Treat it like a compass.
How to use reports operationally
If you want ROI from Lawmatics, set up a weekly intake meeting around a handful of numbers:
median time-to-first-response
leads not contacted within 24 hours
consults scheduled vs completed
signed clients by source (not just leads by source)
Then coach based on reality:
If booking rate is low, your scripts and speed need work.
If show rate is low, your reminders and pre-consult packet need work.
If signed rate is low, the issue might be attorney consult sales process, not intake.
Questions to ask during the demo
“Can we filter reporting by practice area and location?”
“Can we export raw data easily?”
“Do dashboards support custom fields and custom stages?”
“Can scheduled reports go to partners weekly without logging in?”
If reporting is a main reason you’re upgrading, ask them to build a sample dashboard using your real lead sources and pipeline stages.
Integrations with practice management software
Lawmatics usually sits next to your practice management software, not instead of it. Think of Lawmatics as “front of house” for intake, and your PMS as “back of house” for matters.
If you try to force one product to do both jobs, you’ll end up with either messy matters or messy intake. Sometimes both.
Lawmatics names Clio, 8am MyCase, Filevine, Smokeball, CARET Legal and PracticePanther on its pricing page, plus Gmail, Microsoft Outlook, Google Ads, Meta Ads and CallRail.
On your demo call, walk through integrations by category:
Practice management: Clio, MyCase, PracticePanther, etc.
Calendar and email: Google Workspace, Microsoft 365
Calling and SMS: phone systems, tracking numbers, texting tools
Ads and lead sources: Google Ads/LSA workflows, call tracking, form tools
Accounting/payments: payment processors, accounting systems (firm-dependent)
Forms and chat: website chat widgets, embedded forms
Zapier/API: if you need custom workflows (verify availability and pricing)
Integration outcomes that matter
A good integration setup reduces:
double entry (no retyping contact details)
delays (signed client gets created faster in PMS)
reporting gaps (source and campaign data survives handoff)
A bad integration setup creates duplicates, missing fields, and finger-pointing between vendors.
Checklist: confirm this before you sign
Ask Lawmatics (and your PMS vendor) these questions:
Sync direction: one-way or two-way? what objects sync (contacts only, matters, activities)?
Duplicate handling: what happens when the same person exists in both systems?
Field mapping: can we map custom fields (practice area, case type, lead source)?
Sync frequency: real-time, scheduled, or manual push?
Ownership: who supports the integration when something breaks?
If the integration is critical, have them demonstrate it in the demo, not just promise it.
Pros and cons
Here are the pros and cons that actually matter operationally.
Pros
Purpose-built for intake conversion
Lawmatics is designed around the lead-to-client journey. That usually means fewer lost leads and more consults booked.
Automation reduces missed follow-ups
The right automation prevents “we meant to call them back” from becoming “they hired someone else.”
Visibility across marketing and intake
Pipelines and reporting create accountability. Partners can see what’s happening without asking for daily updates.
Scalable pipelines and routing
Premium’s round-robin scheduling and higher limits fit teams that are adding staff or practice areas.
Integrations can reduce manual work
When CRM and PMS talk to each other well, you stop paying staff to copy/paste information between tools.
Cons
No public pricing
You can’t self-qualify cost quickly. Budgeting requires a demo and a quote.
3-user minimum can be expensive for smaller teams
If you truly only need one user, you’re buying capacity you may not use.
Add-ons can raise total cost
AI features, extra contacts, and certain messaging features can turn a “reasonable” base quote into a bigger commitment.
Requires process discipline to get ROI
A CRM won’t fix an intake process that isn’t followed. Someone needs to own stages, tasks, scripts, and hygiene.
May duplicate features in your practice management tool
If your PMS already does some intake, you need to decide who does what. Overlap causes confusion fast.
Who Lawmatics fits (and who should look elsewhere)
Lawmatics is not for every firm. It’s for firms with a specific kind of bottleneck.
Great fit profiles
You generate leads from multiple channels (ads, SEO, referrals, chat)
You have dedicated intake staff or you’re building an intake team
You have multiple attorneys and need structured handoffs
You want automation plus reporting, not just a contact list
You want standardized intake across practice areas or locations
Not ideal profiles
Solo attorneys who want low-cost, self-serve onboarding and transparent pricing
Firms with minimal lead volume (a few leads a week, all referral-driven)
Firms that need matter management and billing solved first
Teams that won’t maintain pipelines, fields, and automation rules
Decision shortcut
If your biggest bottleneck is leads slipping through cracks , Lawmatics is a strong contender.
If your bottleneck is matter management, billing, and day-to-day casework , prioritize a practice management system first, then add Lawmatics when volume and complexity justify it.
Don’t mess this up: 5 tips before you book a demo
A demo is not a tour. It’s a negotiation for fit.
Here are five practical tips that keep you from buying the wrong package.
1) Bring your real intake workflow, not the one you wish you had
Write down your current stages and outcomes:
where leads come from
who responds
how consults get booked
what “qualified” means at your firm
what happens after “yes”
Then ask the rep to map Lawmatics to that. If they can’t, you’re going to do a lot of rework after signing.
2) Ask what counts toward contacts and limits
Contact limits look simple until they aren’t.
Ask:
do closed leads count?
do duplicates count?
can you archive without counting?
how much does it cost to add contact tiers?
3) Demand clarity on what’s included vs add-on
Don’t accept “it’s available.”
Ask:
is it included in our plan price?
is it an add-on?
is it per user, per message, per contact, or per outcome?
Then have them put that in writing on the quote.
4) Decide who will own the system internally
Lawmatics needs an owner. Not forever, but at least for the first 90 days.
No owner means everyone complains and nobody fixes it.
5) Validate integrations with your PMS before signing
If your handoff to Clio/MyCase/PracticePanther is critical, treat integration as a requirement, not a bonus.
Ask for:
a live demonstration
field mapping examples
duplicate handling rules
who supports it when it breaks
A CRM that doesn’t hand off cleanly becomes a second system you have to babysit.
Lawmatics review: bottom line
Lawmatics is built for firms that want a tighter intake machine: faster follow-up, measurable pipelines, automated nurturing, and fewer lost leads. If that’s your growth constraint, it’s one of the more purpose-built options in the legal CRM category.
Just go in with your eyes open. Quote-only pricing, user minimums, and add-ons mean your “real price” depends on how your firm actually operates, not just which plan name you pick.
Lawmatics review FAQs
What is Lawmatics and who is it designed for?
Lawmatics is a legal intake CRM built to help law firms convert more leads into signed clients by streamlining intake, follow-ups, and client management. It is ideal for small and mid-size law firms that rely on speed-to-lead, consistent follow-up, and clean handoffs between marketing, intake coordinators, and attorneys.
How does Lawmatics pricing work and why isn’t there a public price list?
Lawmatics uses a quote-only pricing model, meaning it does not publish specific dollar amounts for its plans or add-ons. This sales-led approach allows pricing to be tailored based on factors like user minimums, contact volumes, onboarding needs, and support tiers. Pricing details are provided after consultation with the sales team.
What are the main differences between Lawmatics Essential, Premium, and Enterprise plans?
The Essential plan requires a minimum of 3 users and includes 500 contacts with basic conflict checking and limited automations. Premium also requires 3 users but includes up to 10,000 contacts with advanced conflict checking and unlimited automations. Enterprise requires at least 5 users, includes 10,000 contacts (more sold separately), advanced conflict checking, unlimited automations, and includes Time & Billing.
Can Lawmatics replace my current practice management system (PMS)?
For most firms, Lawmatics is not a full practice management replacement. While it offers some Time & Billing features (included in Enterprise or as add-ons), many firms continue using dedicated PMS software for matter management, documents, billing workflows, and trust accounting. Lawmatics typically complements PMS by focusing on client intake and CRM automation.
Who within a law firm typically uses Lawmatics?
Various roles benefit from Lawmatics: Intake coordinators and legal assistants use it for lead tracking and scheduling; marketing coordinators manage attribution and nurture campaigns; office managers or managing partners gain reporting and visibility; attorneys use it for consult scheduling and assessing lead qualification.
What features does Lawmatics offer to improve the client intake process?
Lawmatics provides tools such as automated lead capture from multiple sources (web forms, calls, ads), conflict checking (basic or advanced depending on plan), task assignments, two-way texting (Premium and Enterprise), online scheduling, e-signatures for retainer agreements, email automation with high monthly send limits, and detailed pipelines to track leads through intake to conversion.
