--- title: "Assistants who work in Lawmatics" description: "Lawmatics virtual assistant support covers intake pipelines, automations and follow-up emails. Assistants work full time for us. Ask for a profile." url: https://assistbpo.com/software/lawmatics/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Lawmatics AssistBPO's Lawmatics virtual assistant is an employed intake assistant who works your firm's pipeline every day. Responding to new enquiries, sending and chasing intake forms, booking consultations, running automations and keeping referral source data accurate. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your account, your matters, your sign-off on anything legal. We supply the person, a trained backup and a team lead. In short - New enquiries answered in minutes, not at the end of the day - Intake forms and engagement letters sent, chased and filed - Named intake assistant, trained backup, team lead scoring calls monthly Lawmatics Legal CRM by Lawmatics, Inc. · US, UK, CA, AU Lawmatics is a product of Lawmatics, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Lawmatics users need a virtual assistant? Law firm intake is a race that is lost quietly. Someone fills in a contact form at 11am with a problem they are anxious about, and by the time a paralegal calls back at 5pm they have already spoken to two other firms. Lawmatics is built to stop exactly that, with pipelines, automated first touches, booking links and forms, yet the automation can only do the part that does not need a human. Somebody still has to pick up, listen, ask the qualifying questions and get the engagement letter signed. An assistant does that all day. They work the pipeline stage by stage, keep the automations honest, chase unsigned agreements and make sure the reporting shows which referral sources actually produce paying clients. ## What can a virtual assistant do inside Lawmatics? **Pipelines and stages** : Moves every new enquiry through your stages with a reason recorded, and works the stalled ones: no answer, form not returned, consultation booked but not attended. **Intake forms** : Sends the right intake form for the practice area, walks nervous clients through it on the phone, chases what is missing and files the answers onto the record. **Automations and campaigns** : Checks that each automation fired and stopped when a human replied, reports the ones that double-send, and drafts new sequences for your approval before they go live. **Consultation booking** : Books consultations against attorney availability, sends confirmations and reminders, and rebooks no-shows the same day rather than letting them go cold. **E-signature and engagement letters** : Prepares fee agreements and engagement letters from your templates, sends for signature and follows up until signed or formally declined. **Custom fields and matter data** : Captures the qualifying details your attorneys actually use, incident dates, jurisdiction, opposing party, so conflict checks and case evaluation are quick. **Referral source tracking** : Records the true source of every enquiry, cleans the ones that default to unknown, and shows which sources produce signed clients rather than clicks. **Reporting** : Pulls weekly numbers on enquiries, consultations booked and held, agreements signed and average time to first contact, with a written note on what changed. ## Integrations we handle - Lawmatics and [Clio](https://assistbpo.com/software/clio/) Signed clients pushed into Clio as matters with contacts and custom fields mapped, so nobody retypes the intake and nothing is lost in the handoff. - Lawmatics and [MyCase](https://assistbpo.com/software/mycase/) Converted leads created as cases with the intake answers attached; the assistant reconciles both records weekly to catch failed syncs. - Lawmatics and [Google Workspace](https://assistbpo.com/software/google-workspace/) Attorney calendars and Gmail connected under your own accounts so booking links show real availability and emails thread on the contact. - Lawmatics and [Microsoft 365](https://assistbpo.com/software/microsoft-365/) Outlook calendar and mail linked for firms on Microsoft, with consultation invites and reminders sent from the firm address. - Lawmatics and [Zapier](https://assistbpo.com/software/zapier/) Enquiries from directories, chat widgets and ad landing pages created with the correct referral source; zap errors checked every morning. ## Which Lawmatics admin tasks can you delegate? - Respond to every new enquiry within your response target - Move leads through pipeline stages with reasons recorded - Send and chase practice-area intake forms - Book consultations against attorney availability - Confirm consultations and rebook no-shows - Prepare and send fee agreements for e-signature - Chase unsigned engagement letters - Collect conflict-check details before the consultation - Fix blank or wrong referral source fields - Audit automation runs for double sends and misfires - Archive dead leads with an outcome reason - Send the weekly intake and conversion report ## Roles that work in Lawmatics Front desk & phones ### Intake specialist Dedicated intake specialist - Warm, structured phone manner that puts anxious callers at ease - Script discipline with judgment on when to slow down or escalate - Accurate capture of names, dates, facts and the caller's own words Works in Hire a remote intake specialist [Intake specialist](https://assistbpo.com/roles/intake-specialist/) Sales & lead gen ### Appointment setter Dedicated appointment setter - Confident, natural phone voice that does not sound like a script - Fast, respectful objection handling - Discipline on consent, calling hours and do-not-call rules Works in Hire a remote appointment setter [Appointment setter](https://assistbpo.com/roles/appointment-setter/) Executive & admin ### Administrative assistant Dedicated administrative assistant - Accurate data entry with a habit of double-checking - Strong document formatting in Word, Google Docs and PDF tools - Spreadsheet skills: lookups, filters, pivot tables, basic formulas Works in Hire a remote administrative assistant [Administrative assistant](https://assistbpo.com/roles/administrative-assistant/) ## Services delivered in Lawmatics - [Client intake services for small business](https://assistbpo.com/services/client-intake/) - [Inbound lead response service](https://assistbpo.com/services/inbound-lead-response/) - [Appointment setting services](https://assistbpo.com/services/appointment-setting/) - [CRM management services](https://assistbpo.com/services/crm-management/) ## Frequently asked questions ### What does a Lawmatics virtual assistant do day to day? They open the day with anything unanswered overnight: web enquiries, chat transcripts, voicemails, all called and emailed before the morning meeting. Then the pipeline in stage order, with the stalled leads chased first. Through the day they book consultations, send intake forms and fee agreements, follow up on unsigned documents and answer questions that do not need an attorney. They audit automation runs so nothing double-sends. The end-of-day report shows enquiries received, first-contact times, consultations booked, agreements signed and the leads an attorney should call personally. ### Do you have Lawmatics certified assistants? Our intake assistants are trained on Lawmatics before they work a live pipeline: stages and statuses, intake forms, automations and campaigns, booking, e-signature, custom fields and the reporting tabs. The training is internal to AssistBPO. We do not claim Lawmatics vendor certification for our staff, and AssistBPO holds no Lawmatics partner, reseller or affiliate status. The product name identifies the software your firm uses. During the match we will tell you which practice areas the proposed assistant has handled intake for and let you hear how they sound on a call. ### How much does a Lawmatics virtual assistant cost? Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated intake assistant is priced per person for a monthly block of hours in your time zone rather than per lead or per signed client, so a strong advertising month does not raise the bill. Your Lawmatics subscription stays on the firm's own account and is billed by the vendor directly. Firms with evening and weekend enquiry peaks often add after-hours coverage to the same plan instead of buying an answering service separately. ### Will the assistant screen cases or give legal advice? They screen against your written criteria and nothing more. That means asking your qualifying questions, recording the answers, and applying clear rules such as jurisdiction, incident date and case type. They do not evaluate merits, estimate case value, comment on limitation periods or quote fees outside your published schedule. Anything outside the script is routed to an attorney with a written summary the same day. We build the script with you during onboarding, and the team lead reviews recorded calls monthly against it so the boundary stays where you put it. ### How is outbound follow-up handled? All outbound calls, texts and emails run with lawful consent and do-not-call scrubbing. The assistant follows up people who contacted your firm, which is the bulk of the pipeline, and works from the consent recorded on the enquiry. Numbers are checked against do-not-call lists where a lead did not initiate contact, calling windows are respected, and opt-outs are recorded and honored at once. Purchased lists and unsolicited outreach to accident victims or similar groups are not work we will do. ### How do we give the assistant access safely? Create a user in your own Lawmatics account with permissions matched to intake: contacts, pipelines, forms, documents and calendars, with billing, account settings and automation publishing reserved for your admin unless you decide otherwise. They sign in from a managed company device with two-factor authentication and no shared logins. Activity is recorded under their name. Every assistant signs a confidentiality agreement covering prospective client information before onboarding, and access is revoked the day an engagement ends. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/lawmatics/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt