Lawmatics is a cloud-based client relationship management and marketing automation platform built for law firms. It covers client intake, a legal CRM, marketing automation, time and billing, reporting and integrations to other software. The vendor also offers an AI suite called Merlin, part of which it lists as coming soon. The service is delivered as software as a service through the web.
Lawmatics is provided by Lawmatics, Inc., based in San Diego, California, and is therefore subject to US jurisdiction. According to the vendor, the service is hosted on Amazon Web Services and holds SOC 2 Type 2 and HIPAA attestations, but no hosting region is named. Its privacy policy and security page do not mention the GDPR or a data processing agreement and name no sub-processors. A European law firm handling client data would be well advised to ask in writing for processing terms, hosting location and transfer safeguards before use, and to assess its exposure to US law.