Case Study: Modern Wills Law achieves 70% client retention with Lawmatics

Calgary Estate Planning Law Firm Achieves 70% Client Retention Rate Using Lawmatics

Modern Wills Law, a solo estate planning law firm in Calgary, faced significant challenges with manual administrative processes. Using Excel for tracking, founder Britta Graversen was spending up to three hours a day on tedious tasks like scheduling and client communication, which created unnecessary stress and hindered the firm's growth. This inefficiency prevented her from focusing on delivering personalized legal services.

By implementing the Lawmatics CRM and automation platform, the firm streamlined its entire client intake and communication process. Lawmatics provided automated scheduling, follow-ups, and reporting, which saved Britta 10-15 hours per week. The results were substantial: Modern Wills Law achieved a 70% client retention rate and saw a 25-50% increase in new clients, allowing for sustainable growth and a better work-life balance.

Modern Wills Law

Britta Graversen

Estate Planning Lawyer & Owner