Intake and onboarding built for business clients.
Intake and onboarding for business and commercial clients, litigation or transactional.
For: Business, commercial, and employment firms.
Core engines, preconfigured
Plus, tuned for Business, commercial, and employment firms
- Business new-client information sheet
- Litigation and transaction intake supplements
- Entity and matter-type fields
- Commercial nurture
Before you buy
Fixed scope, one price, install included. Everything a firm needs to decide without a sales call.
Prerequisite
An active Lawmatics subscription with pipelines, forms, automations, and reports. Business & Commercial Pack installs into your own account; you keep it in your own name.
What you provide
Your lead sources, the from-address for automated email, and any links the system uses (for example a Google review page). We handle the build and configuration.
Timeline
Usually the next business day after the confirmation reply that grants agency access; your systems deploy fully automated, end to end.
You own it
A perpetual license to edit and run it in your firm. Copy, timing, and fields are all yours to change afterward.
Questions
- Does it handle both litigation and transactional?
- Yes. The intake supplements cover both.
- Can I add the dashboard pack?
- Yes. The Rainmaker Dashboard Pack pairs well for partner reporting.
Ready to install?
Tell us your firm and the outcome you want. We recommend the right system, install it for you, and tune it to pay for itself.