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Migration file · Lawmatics → GavelGrow

Migrate from Lawmatics to GavelGrow

Lawmatics is feature-rich but complex. Most firms tell us the same story: months to fully configure, expensive at scale, and the marketing reporting still feels bolted on. GavelGrow is purpose-built for the marketing funnel, faster to configure (most firms running in 1-2 weeks), and cheaper at every tier.

Why firms move

What Lawmatics is not built to do.

• 01 Faster time to value Lawmatics is powerful but takes weeks to configure with templates, automations, and document workflows tuned for your firm. GavelGrow ships with practice-area templates that get a typical firm to first lead in under an hour.
• 02 Built-in practice-area benchmarks No other platform shows your CPL, conversion rate, and intake speed against modelled benchmarks for your practice area and market size.
• 03 Native call tracking Lawmatics integrates with CallRail. GavelGrow includes built-in call tracking — one less subscription, one less integration.
• 04 Transparent pricing GavelGrow platform plans are public and predictable — Track $199, Optimize $599 — with no surprise upcharges; the done-for-you Managed plan is scoped to your firm on a strategy call.

The mapping

What moves, what stays, what is not here yet.

Read the third list first. A migration rarely goes wrong because something failed to import — it goes wrong because nobody said out loud that a thing you use every day has no equivalent on the other side.

Carries over · 7

• Contact and lead records Lawmatics CSV export → guided import
• Custom fields with field-by-field mapping review Direct import — no mapping step.
• Pipeline stages and lead status Direct import — no mapping step.
• Intake form submissions and history Direct import — no mapping step.
• Source / campaign attribution where exposed in Lawmatics exports Direct import — no mapping step.
• Document templates Translated to GavelGrow document storage. E-signature is not native — those workflows stay in Lawmatics or move to a dedicated tool.
• Notes, tasks, and timeline events Direct import — no mapping step.

No equivalent in GavelGrow today · 4

• Document automation (auto-filled engagement letters) Not native. GavelGrow stores documents per case with secure client uploads, encrypted at rest and audit-logged. Automation is on the product roadmap.
• E-signature Not native. Those workflows stay in Lawmatics or move to a dedicated tool.
• Billing Stays in your accounting system — QuickBooks, Clio Manage, and the like. GavelGrow covers the funnel up to signed case.
• Conflict checks Not native. Conflict checks stay in your case management tool.

The plan

Lawmatics stays live the whole time.

Nothing is cancelled and nothing is cut over until the numbers agree. On Managed, a migration engineer runs every step below for you.

1. 01 Week 1 — Discovery + export Migration engineer audits your Lawmatics setup: which automations matter, which custom fields are in use, what reporting matters. Lawmatics CSV export.
2. 02 Week 1-2 — Setup + import GavelGrow account configured with practice-area templates. CSV import with field mapping. Automations rebuilt from Lawmatics audit.
3. 03 Week 2 — Verification + parallel run 3-5 day parallel period: leads flow into both Lawmatics and GavelGrow. Verify lead-for-lead match before cutover.
4. 04 Week 2-3 — Cutover Point all intake forms, Google Ads, and tracking numbers at GavelGrow. Cancel Lawmatics.

Answers

Switching from Lawmatics, specifically.

• Lawmatics has document automation. Does GavelGrow?

  GavelGrow stores documents per case record with secure client uploads (encrypted at rest, audit-logged). Native document automation (auto-fill engagement letters, etc.) is on the product roadmap. For now, most firms either keep Lawmatics document templates running during a transition or move to a dedicated tool (DocuSign, PandaDoc).

• What about Lawmatics' billing integration?

  Billing stays in your accounting system (QuickBooks, Clio Manage, etc.). GavelGrow focuses on the marketing + acquisition funnel up to signed case.

• What does GavelGrow cost?

  GavelGrow's plans are public: Track is $199/mo with 5 seats included, and Optimize is $599/mo with 15 seats. Managed, where our legal-only team runs it, is scoped on a strategy call.

• Does GavelGrow handle conflict checks?

  No. GavelGrow does not run conflict checks; they remain in your case management tool (Clio Manage, MyCase, Litify).

Other migration files

• CallRail
• Clio Grow
• MyCase

Ready when you are

Run both for a week. Then decide.

Import your Lawmatics export into a trial and compare the two reports side by side before you cancel anything.