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Craft Better Firm Intake Through Automation with Law Ruler

Marketing your law firm is crucial to attracting new potential clients. Marketing, especially legal marketing, is one of the most important skills you’ll need to develop and run a successful practice. For new firms, it’s essential. Legal marketing helps showcase and develop your firm’s image. This helps you stand out in an oversaturated market and helps potential clients, or leads, find you. 

Legal marketing can cover a mix of digital marketing, SEO, blogging, networking, content marketing, and print and digital ads. Each of those has its own strategies and considerations, which can be overwhelming, especially if you’re just getting started. Deciding how to invest your time and money in marketing while also focusing on practicing law can be tricky. This is where marketing automation comes in handy. 

Law Firm Marketing Automation Saves You Time

Marketing automation uses software to automate manual, daily marketing work. Using marketing automation software lets you automate repetitive tasks like blog posting, ad campaigns, or sending out client communications. Marketing automation is key, especially when handling a high volume of intakes. Automation doesn’t just make these tasks faster and easier to do. It can also provide a more personalized experience for both your new and existing clients. Marketing automation, and how well you take advantage of it, can make or break your firm’s growth. 

As life and business move more and more into the digital space, clients expect a quick response after reaching out. More than 78% of customers buy from the first company that responds. Generating leads and keeping clients engaged throughout their journey with your firm should be top of mind. Most firms use marketing automation for automated email sequences, like sending an email after a client completes a website form. While this is a great use of automation, without further thought, this approach can lead to a disjointed or impersonal experience. 

Using Automation to Create a Personalized Experience

Thoughtfully integrated law firm marketing automation creates the foundation to develop fruitful, long-term relationships with your clients. This all starts when they reach out to you. Each prospective client is telling a different story depending on how they contact you. Are they filling out a form on your firm’s website? Sending you an email? Calling you? Texting you? Are they reaching out to you in English or in another language? Are they finding you through Google? How clients reach out is an important data point. And there’s nothing more disappointing for clients than reaching out with a problem and receiving a generic response from an 800 number or info email. 

Law Ruler helps you engage with your clients meaningfully, giving them the right information at the right time, no matter how they contact you.

Create Meaningful Client Engagement with Law Ruler

Send Personalized Emails and Texts Automatically

Law Ruler makes it easy to create and send customized automated messages to your clients. Its AI-enabled automation features allow you to preset messages based on your preferences and how clients contact you. You can send custom and personalized emails or texts to your clients based on predefined statuses and templates. For example, if a client reaches out to you in Vietnamese from a Google Ad, you can respond with a personalized message acknowledging the Google Ad in Vietnamese. And if you’re texting clients back, you’re texting back from your own number, and not a generic number, so clients can save your contact information right off the bat. 

Use Law Ruler’s Softphone to Increase Conversion with Calls

Law Ruler is the only legal CRM with a built-in softphone dialer. If you’re not familiar with what a softphone is, you might be familiar with VOIP, or Voice over Internet Protocol. VOIP allows law firms to make and receive calls through an internet connection instead of a telephone line. A softphone is an interface that allows you to make and receive phone calls over the internet via your computer or smartphone, among other features. 

Law Ruler’s softphone dialer can automatically prioritize leads and save you time by automating callbacks to new and existing clients. If the client doesn’t answer, no problem, you can leave a pre-recorded voicemail. With Law Ruler, you can pre-recorded voicemails to leave for clients to further your marketing efforts or automate follow-ups. You’ll also be able to track and record calls for more detailed analytics. 

Easy to Use System

Law Ruler is a powerful software to automate your marketing and your firm’s workflow. While the features it offers sound complicated to set up, it’s actually quite easy. Its intuitive and user friendly system makes Law Ruler easy to learn and get started in just a few minutes. Law Ruler also integrates with dozens of legal vendor tools to help you keep your digital toolbox lean and efficient. Law Ruler is also completely mobile friendly, making it a great option for attorneys who want to run a flexible and modern practice. 

Demo Video

Matthew at Law Ruler recently gave us a demo of how their marketing automation features can help give your firm a more personal touch and save you hours in your week. Watch the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

Law Ruler is a legal client relationship manager and intake platform built with your growth in mind. If your law firm wants to learn more about Law Ruler, contact them at and get a free personalized demo. You can also sign-up for a free trial: no credit card needed. Want to learn more about Law Ruler? Check out our previous Product Spotlight on them, or check out the full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

LollyLaw Offers Full-Service Software for Immigration Lawyers

Immigration law has a reputation for being one of the most complex and demanding practice areas for attorneys. It’s not enough to just know the law. Your practice also needs to be precise. A single oversight in a visa or other immigration form could delay a case for years. And on top of the actual, precision legal work, you’ll also need to run your law firm, manage clients—sometimes a family of clients—and complete other administrative tasks. Immigration law is a rewarding practice, but it can get overwhelming quickly. Aside from the complexity of the work, there’s the sheer volume of forms, data entry, and the ever-changing demands of your cases. You have to learn to be flexible, prioritize your time, and work dynamically. But those critical skills don’t come easily, unless you have software to help. Specifically, unless you have law practice management software built for immigration attorneys—like LollyLaw.

Saving Hours (and Sanity) with Software

Using law practice management software to run a more efficient firm is not a new concept. LPMS helps you standardize practices in your firm, delegate or automate tasks, and helps you strike a balance between business owner and attorney. But most of this software is generalized. Meaning that they offer features that help any law firm. Much of the popular platforms out there do not get practice specific. While still useful, such software won’t facilitate that high degree of complexity and accuracy required at every stage of your immigration matter. 

It’s better to have software specific to your office’s needs. Something to help you effortlessly manage all major functions of your immigration practice through a single, intuitive platform. Something that can streamline your cases from start to finish. Something like LollyLaw. 

Immigration Practice Management with LollyLaw

LollyLaw is a law practice management software platform built specifically for immigration law firms. It’s easy to use, easy to learn (you could become a power user within a day), and provides great customer support. LollyLaw’s features allow you to run a more efficient, remote, and flexible practice. Its fully native, all-in-one case management features include intake, calendaring, time and billing, kanban style task management, and cloud storage integration with your preferred cloud storage providers.

Client Management

LollyLaw also makes client management simple. It offers a branded and secure client portal that is easy to use and convenient for your clients. Users can manage files, submit intakes, and complete forms with just an internet connection. The client portal also has built-in text messaging (to centralize communications with clients), bank-grade security standards, and is HIPPA compliant. You can also connect clients to multiple matters, so you don’t have to re-input data and keep information together. This makes it easy to pivot matters as needed, giving you more flexibility in managing client’s related cases.

These features, combined with LollyLaw’s user-friendly interface, make this a great option for established and new immigration law firms, especially if you’re moving to a paperless and remote practice. However, what makes LollyLaw stand out above the rest are its form features. 

Automated Form Filling and Live Collaboration

LollyLaw boasts a complete USCIS immigration forms library—plus immigration forms from DOS, DOJ, and the FBI. Not only will you have all the forms you need at your disposal, your practice can even add forms to the library. Additionally, LollyLaw will also send you notifications on new form versions as they are published. They’ll let you know when an edition will expire and give you the option to move data to a newer version. 

On top of this, LollyLaw is able to associate a certain form with a specific type of matter. This makes document automation and assembly a breeze. When you or your clients complete intake forms or questionnaires, LollyLaw can take that data to auto-populate any form in its library. You can also set up customizable workflows so forms will auto-populate with just a few clicks. This feature alone will save hours of time, avoid duplicative data entry, and reduce errors. 

Two-way Data Entry Sync

What’s more, the data entry goes both ways. If a form contains information that is not yet in the client’s record, LollyLaw will add that information to your files. This means that as your clients fill out necessary forms, they can also be completing your intake. Further, every form and document is saved to each client’s profile so your entire office can access them as needed. 

Real-time Immigration Document Collaboration

You can also collaborate with clients and colleagues in real-time on forms. So, multiple users can quickly gather information, chat online, and assist with form related questions remotely. This is the only software that supports real-time collaboration with multiple people. You can work collaboratively from any device with colleagues and clients without ever needing to go into the office. 

LollyLaw practice management software can change your law office. Its powerful features and user-friendly design can help you run a more efficient, high-volume immigration law practice. Task management is built for how immigration firms run their practices, document storage is robust and convenient, and client relationships are more streamlined. Most importantly, however, the forms creation and management is thoughtful, efficient, and robust. 

Demo Video 

John Levesque, co-founder and general manager of LollyLaw, recently gave us a demo of the software. In it, he takes us through many of the common features, and how it can help your immigration firm. Take a look at the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

LollyLaw is immigration-specific law practice management software designed to streamline all major functions of your practice. With LollyLaw, you can conduct client intake, immigration form completion, document management, and more from any device.

If you’d like to learn more about LollyLaw and its features, especially LollyForms, checkout From there, you’ll be able to schedule a custom demo or sign up for a free trial. No credit card needed.

Building Systems with Knackly Document Automation

Automating firm document creation is a useful, and generally simple, way to increase firm productivity. Designing a template and using mail-merge functionality to populate new and individual documents is fundamentally better than using find/replace, or copying and pasting clauses, sentences, or whole documents. Not only is it faster, it’s generally less error prone. 

But documents need to be relatively standardized in order to use this method effectively. Law firms who implement templates or mail-merge document automation generally find complex document creation problematic.

Many have—smartly—implemented conditional formatting capabilities, which has allowed them to automate even more complex documents. Even then, however, these firms generally run up against a complexity barrier, where the cost of creating and automating the document is higher than simply using basic methods of copy-paste. 

So they revert back to these simple methods with the documents that, arguably, could benefit from automation the most. Ten years ago, this was the right answer. And it may still be for some firms. However, a different method of visualizing document automation could be the solution instead.

Document Systems

When complex documents are needed, law firms should think of solution creation, rather than simple document automation. As Harvard Business School marketing professor, Thoedore Levitt, put it, “People don’t want to buy a quarter-inch drill. They want a quarter-inch hole!” For lawyers and law firms, clients don’t want documents. They want protection. They want certainty. They want peace-of-mind.

The next step in providing this peace-of-mind to your clients is to create applications that result in documents, rather than applications that fill-out documents. This requires software built for the task at hand. Software that, until recently, was not accessible to the everyday attorney.

This is where Knackly comes in. With Knackly, users create “apps” that build a document, or documents, based on the answers to questions presented. These answers, rather than telling the document what to “print,” tell the application what to do. They can tell an application to include a clause, to manipulate a clause, to add certain documents, or even to run certain equations. The logic is acting on the document rather than in the document.

To be sure, document systems, as described above, can be created directly out of Microsoft Word. Or a separate application can be built to accomplish these same goals. In fact, many people have done this already. But, generally, this has been at great cost to the law firm.

Knackly, on the other hand, is a combination of no code and low code for more complex automation features. Which makes it accessible for most attorneys. But, if you do need the advanced features and you need help, the Knackly team can be your partner to help you automate your documents.

Take a look at the video below to see what Knackly did when we gave them a Tennessee Residential Lease Agreement to automate.

How to Get It

If you’d like to learn more, take a look at our full review. Or you can visit There, you can get a demonstration of what the software is capable of, and you can talk to a knowledgeable member of the team. When you’re ready to engage them, you’ll go through a jump-start process that will help you determine what your law firm’s document automation needs are. This will also help your firm get its current documents into the Knackly system.

Branch Out and Gain Ground with SEO and Postali

Search engine optimization, aka SEO, refers to internet marketing techniques used to increase a website’s exposure, or ranking, in search engine results. It is also the marketing initiative that many law firms struggle with the most. 

A lot of lawyers think they don’t need SEO when word-of-mouth and traditional advertising still generate leads. This kind of thinking only leads to missed opportunities. Potential law clients are searching for attorneys online more than ever, and an effective law firm SEO strategy is crucial to a firm’s success. Establishing an organic search presence through SEO can drive significant growth, helping law firms reach new clients. In short, brand development and business expansion are next to impossible without a well-considered SEO strategy. 

So how does a law firm get started in SEO? 


Most attorneys may know popular keywords related to their practice, but they need to know more in today’s competitive legal market. Over 200 factors contribute to SEO success, so knowing just the popular keywords won’t cut it. The first step for SEO success is to work with a marketing partner who takes a multi-faceted approach to law firm SEO and incorporates SEO best practices into a comprehensive plan, which is just what Postali does. 

As a full-service legal marketing agency serving attorneys across the country, Postali makes SEO the cornerstone of its digital marketing efforts. They do this by working closely with their clients to create customized SEO strategies based on their practice areas, geography, and market landscape. Postali’s experience working with attorneys gives them unique insight into search behaviors specific to the legal industry, so they know what drives results. 

Postali’s SEO process is comprehensive, transparent, and drives their digital marketing efforts to maximize results. When law firms work with Postali to implement an SEO strategy, they can expect:

  • Thorough Competitive Analysis and Keyword Research
  • Strategic Content Development and Planning
  • Extensive Link Building and Outreach
  • Local SEO, Review, and Reputation Management
  • Technical SEO, Page Speed, and Site Structure Consideration
  • Video and Image Optimization
  • Fully Integrated SEO Campaigns
  • Analytics and Clear Goal Tracking

The strategies to achieve success may differ depending on your market, but SEO works for every law firm type. When you partner with Postali as your Marketing Fiduciary, they share your goals, and their SEO team works tirelessly to achieve them.

How to Get it

To learn more about Postali, SEO, and how Postali can help your law firm gain ground, visit today!

Automate Your Client Experience and Workflow with Actionstep

As a client-focused business, many attorneys only earn based on billable hours. Your day-to-day as a lawyer may include talking with clients, client intake, billing, collection, practice management tasks, and maybe, just maybe, finding time in your day to research and write that brief. Unfortunately, those non-billable administrative tasks are often those that take up most of your time. This is where workflow automation, and Actionstep, can help. 


From client onboarding and scheduling to document generation and billing, there are many opportunities to keep your firm’s work flowing with automation, allowing you to service your client and attract new ones more efficiently. Workflow automation removes room for human error related to duplicate data entry, creates a better client experience, improves communication and transparency between you, your staff, and your clients, and helps you grow your business without breaking the bank.

Actionstep’s workflow automation runs through all its features including CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more. You’ll be able to create tailored workflows to automate data collection and entry, assign tasks, and make sure everything is checked off before moving to the next step. This gives everyone in your firm a roadmap, ensuring everything goes according to plan.

Take client intake as an example. A typical workflow for this could include a prospective client contacting your law firm on your website, someone contacting the prospective client, scheduling an initial consultation, meeting with that client, then generating a fee agreement. 

Using Actionstep, you can automate your client intake process by using a webform that can automatically populate a database with client information, instantly create and send a personalized email to the prospective client once the form is completed, generate a task for someone to contact the potential client, and even generate a fee agreement after the consultation. All you need to do is meet with the client. 

With workflow automation, you are in control of how things are done without having to control every little thing and are able to be more efficient without cutting corners. By defining your workflow, from client intake to closing the file, you’ll be able to transform much of that administrative work into an automated process, giving you space in your day to focus on higher value client and operational activities.  

How to Get it

To learn more about Actionstep or to sign up for a free demo, visit today!

Clio & Google My Business

In order to thrive in the legal field today, the Modern Lawyer must properly tend to their online presence. Whether through paid advertising, grassroots social media, or website SEO, attorneys need to harness fast, efficient, and effective ways to connect with potential clients online. Maintaining your Google Business profile is an inexpensive, but sometimes confusing, way to promote yourself. Now, with Clio’s Google My Business integration, you can easily increase your presence on Google directly from your Clio Manage portal.


Clio’s partnership with Google allows users to create, and maintain their Google My Business profile directly within their Clio account. It’s actually quite simple because Clio’s Google My Business interface is built directly into Clio Manage. You can get started just by going to the “Settings” menu and following the prompts. Clio and Google will walk you through the whole process.

Clio’s Google My Business Interface

When you set it up, it walks you through all the steps required to verify your business on Google. This puts your business on Google Search and Google Maps, lets you create and update office information (including hours of operation), and allows you to receive Google reviews of your service. It also makes it easy for potential clients to contact you, or simply verify your existence.

Connect Directly with Potential Clients

Creating an efficient client intake is a key aspect of any Modern Lawyer’s process. And capturing potential client information is an important part of that. By connecting Google My Business with Clio’s appointment booking tool, potential clients can conveniently book and pay for consultations directly from your Google My Business profile. Even if you’ve automated this process already, this can alleviate the need for a potential client to go to your website just to book a call.

How This Can Help Your Firm

It’s more important than ever to make sure your firm is easy to find and engage with online. Over half of potential clients search online for legal services. Google has more than 90% of the global search market share and has become the new storefront. Clio’s integration with Google My Business ultimately allows you to turn Google searches into clients.

How to Get It

To learn more about Clio’s Google my Business integration, or to sign-up for a free demo, visit

Put your clients at the center of everything you do

Exceptional client service differentiates your firm from the next. At Actionstep we create software that enables you to run your firm AND delight your clients.

We know the lawyer-client relationship is fundamental to keeping clients happy and coming back. However, no one person can control client experience in its entirety—it is a firm-wide endeavor. Client experience is made up of 100s of touchpoints throughout the client’s journey with your firm. From the first response they get from an inquiry form or calling your reception desk, to case updates or the ease of access they have to case files.

The Challenge:

The challenge is how you and your team keep up with client expectations for each of these touchpoints. Especially when service expectations are getting higher all the time. Regardless of whether it’s a delivery service, a streaming service or a professional service—clients know what good service feels like.

This means law firm clients aren’t just comparing the service they get from you as a lawyer with service they could get from another lawyer. They compare the service they get from you to ALL the services they receive in their lives. How do you make sure every interaction and communication your client has with your firm adds up to exceptional client experiences?

The Solution:

Actionstep puts your clients at the center of everything you do at your firm. It is a complete practice management system with the flexibility to support your ideal processes across every aspect of client intake, matter & task management, document assembly & storage, client communications, billing, and much more. Using workflow to organize and automate activity across all these functions, Actionstep puts you in control every step of your client’s journey with your firm, without having to manually control every little thing.

With Actionstep you can ensure your clients receive consistent levels of service and excellent experiences, regardless of who they engage with at your firm.

See how Actionstep can transform your clients’ experience: Learn how today

These 3 game-changing tools for law firms are the silver linings of 2020

Pandemic life has certainly been something to get used to, especially for attorneys. Managing documents, getting signatures, and communicating with clients and colleagues were already challenges without the added difficulty of working from home. Even without a pandemic changing how firms work, lawyers need tools that can adapt to changing circumstances in order to run a successful law practice. This is where MyCase has your back.


MyCase is a user-friendly, cloud-based law practice management software with numerous features to help you get your work done on one platform, including document management and storage, integrated leads management, and a full email client. This year, they’ve built 3 critical features law firms need to maintain business operations during COVID-19, included in the software at no extra cost.

1. eSignature Templates and CounterSignature. Without leaving MyCase, you are able to create eSignature template forms that you’ll be able to use over and over again, editing as needed. You can then share these forms with all who need to sign, including countersigners, tracking the document along the way. Clients can even sign documents from their phone, meaning you can get all parties to sign in a matter of minutes, even if they’re thousands of miles apart. 

Image of customizable document fields

2. 2-Way Text. Text back and forth with clients with a centralized text message inbox that everyone in your firm can have access to. Text messages are sent from a single number and are automatically associated with cases and contacts, so you don’t have to worry about losing track of text conversations with clients. Firm members also have control over notifications for new text messages so they can reply as soon as possible. Even better, with this feature, you won’t have to give your direct phone number to clients. 

Image of text messages display

3. Internal Chat. MyCase’s newest feature, Internal Chat, allows you to seamlessly communicate with your staff, no matter where they are, from the same system you use to track and manage cases. You’ll be able to communicate to groups and send direct messages, all from a single window.

Image of messaging screen

How to Get It

To learn more or try out these features for yourself, start a free trial of MyCase today.

Be More Productive Anywhere with the NetDocuments Organize Solution

With more people working from home or needing more flexibility in their workflow, having a cloud-based document and email management tool is a must, especially for law firms striving to go remote or paperless. But simply being cloud-based isn’t enough. You need a system that is dynamic and flexible, with best-in-class tools to be more productive, efficient, and to inspire your best work. That’s where the NetDocuments Organize Solution comes in. 


NetDocuments is an industry-leading document management platform built specifically for legal professionals that lets you access your documents from anywhere, including mobile devices. Its interface and dashboard provide a centralized repository so you can easily create, edit, store, and even collaborate on the most current version of documents with other members of your team, or even clients. 

But what especially distinguishes NetDocuments from other document management software is its Organize Solution. On top of its best-in-class document management functionalities, NetDocument Organize also offers email management through ndMail, which uses predictive technology to accurately file any email into your NetDocuments system with a single click, even linking to a related document; and secure document collaboration through ndSync, which provides safe, efficient two-way file synchronization between NetDocuments and local computers for remote workers, which offers secure document access and collaboration.

NetDocuments also utilizes OCR, or optical character recognition, in its document and email management features to help you digitize and index content to search for documents more quickly, easily, and efficiently. It also uses Microsoft Power Automate to automate workflows and improve business process agility, freeing up more of your time for more demanding tasks.

In addition to its Organize Solutions, NetDocuments also offers other scalable solutions to better help you protect, plan, deliver, and learn to maximize your time and productivity as your firm grows. With it’s products and integrations with software you already use, like the Microsoft Office Suite, NetDocuments helps you be more productive, collaborative, and efficient through its secure cloud platform no matter where you or your team are. 

How to Get It

Visit to learn more about the NetDocuments Organize Solution, its other products, or to request a free demo.

Boost Your Law Firm’s Online Exposure with PPC and Postali

PPC, or pay-per-click, is digital advertising where advertisers bid on advertising space and pay a fee for each click the ad generates. For example, if you perform a Google search for an attorney in your area, the first few results are almost always ads. This presents an instant way to increase your firm’s online exposure and reach interested, prospective clients, actively searching for a lawyer. 

But PPC can be complicated and expensive for attorneys. Recent research shows that the average cost per click is between $1-$2 dollars, with more popular keywords costing as much as $50 per click or higher. Law firms around the country are bidding on keywords, making legal keywords some of the most expensive on the internet. 

Even with that expense, PPC for law firms is very competitive. Without an effective strategy, you could be throwing money away at worst, or have a weak return on your investment at best. So how do you make PPC a worthwhile investment for your law firm? That’s where Postali can help. 


Postali is a full-service legal marketing agency serving attorneys across the country, not just as a marketing partner, but as a marketing fiduciary. As specialists who excel in the legal industry, Postali knows a thing or two about how to make ads stand out, staying on top of the latest marketing tools and trends. 

To make the most out of PPC for your law firm, Postali understands that an effective PPC strategy will depend on your firm’s needs and goals. Everyone knows that keywords containing “lawyer” or “attorney” convert, but Postali knows the nuances in legal-related searches and tests new terms to reach your audience. In criminal defense for example, terms like “charges dismissed” could expand case types at a lower cost, helping you make PPC a worthwhile investment for your firm. 

Postali’s PPC Process employs its full set of digital advertising capabilities as a full-service legal marketing agency, including:

  • Budget Analysis
  • Creative Ad Copy
  • Geo-Targeting
  • Mobile Strategy
  • Optimized Ad Scheduling
  • Detailed Tracking & Analysis
  • And more!

Postali will work directly with you to develop a customized and comprehensive approach to identify your key objectives and produce the highest possible return on your investment. 

How to Get It

To learn more about Postali, PPC, and how Postali can help boost your law firm’s visibility, visit today!

How Law Firms are Responding to COVID-19

With no definitive end in sight to the global health crisis, it has become increasingly difficult to track the far-reaching implications of the pandemic. To better understand the changes happening in the legal industry, MyCase recently launched a nationwide survey exploring the state of law offices, current workload, and predictions for the future. The results show that law firms are more positive about their financial outlook than in previous months, and they are adopting technology more readily than before. 

Financial Outlook

Sentiment around financial futures in the legal community has shifted to a more positive outlook than in prior stages of the pandemic. Though financial stability remains a top concern among legal professionals of all practice areas, 52% of survey respondents are more optimistic about the future of their firm than they were 30 days ago. 

Image showing question and chart: I feel more positive about the financial future of my firm than I did 30 days ago.

Technology Adoption

When asked their opinion on increased technology adoption in law firms and courts, overwhelmingly, respondents indicated that the change was a positive one, with 52% strongly agreeing that technology adoption in law firms is a good thing, and 54% strongly agreeing that the same is true of courts.

Image showing graph for people responding to level of agreement with Increased technology adoption within law firms and court systems is a good thing; I believe there will be additional COVID-19 related disruptions in 2020.

Along those same lines, respondents believe that firms who fail to implement or utilize cloud technology are more susceptible to financial hardship in the second half of 2020, with 70% agreeing that cloud technology is paramount to financial stability.

Law firms without cloud-based technology risk financial hardships in the second half of 2020

Software Needs 

90% of firms surveyed mentioned that cloud-based technology enables their firm to work remotely at this time. This is indicative of more attorneys recognizing the advantages technology brings to managing the operations of a firm as the health crisis continues to evolve.

To adapt your firm to the challenges created by COVID-19, consider adopting MyCase, a cloud-based practice management software built to help law firms centralize and access case details no matter where they are.

Take Your Firm to the Next Level

Hiring an outside marketing company can help take your law firm to the next level, but it’s important to not just hire any company.  You want to hire a company that can help you expand your business and enhance your brand, a company that cares about your firm’s growth and well-being as much as you do. In short, you want to work with a marketing partner, not just a marketing company. You want to work with a marketing partner that takes its commitment to its clients as seriously as you do, which is exactly what you’ll find with Postali


Postali prides itself on always providing marketing services and advice that is in the best interests of your firm. Postali works exclusively with attorneys and law firms. This means they not only have the in-depth industry-specific knowledge required to excel in law firm marketing, but they also understand the deep commitment and critical work attorneys do for their clients, which is why they hold themselves to the same fiduciary standard of care with their marketing services. Postali is more than just a marketing partner for your firm, they’re a Marketing Fiduciary®.

The tenets of being a Marketing Fiduciary are held and practiced by all Postali employees, who pledge to:

  • Never be paid a commission to sell you a product or recommend a service;
  • Always act in good faith and with candor;
  • Fully investigate possible decisions and potential impacts to your firm;
  • Provide appropriate care, attention, and consideration as guardians of your law firm’s professional reputation;
  • Act in complete fairness, loyalty, and fidelity in its dealings with you;
  • Prudently advise, administer, and advance the financial interests of your firm;
  • Be proactive in disclosing any conflicts of interest that may impact your business; and
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a marketing product or service without written disclosure.

Their tenants, combined with their top-notch marketing services, ranging from web design, search engine optimization, pay-per-click, and direct mail, make Postali a Marketing Fiduciary that can truly take your firm to the next level of excellence. 

How to Get It

To learn more about Postali, what it means to be a Marketing Fiduciary, or how Postali can help your firm grow, visit today!

Protect from Future Disruption with Smart Business Decisions

As the COVID-19 pandemic continues to surge in some parts of the country, you’re no doubt facing uncertainty regarding how and when to reopen your law firm. You’re also likely wondering about the future of your law firm and its book of business.

One way to abate those concerns is to prioritize preparing your firm for whatever may come.

Future Proof Your Firm

Prior to COVID-19, you may have thought that this type of disaster was unlikely to happen to your law firm. But now that we’re in the midst of an unprecedented pandemic, are you really willing to take that chance again?

After all, the course of the pandemic is unclear for now, and other disasters, such as fires, are not as rare as you might think. Case in point: a fire that broke out a few years ago in a high rise building in downtown Buffalo, New York.

Have a Disaster Plan

The fire originated on the 15th floor, which was the location of a law office. According to news reports about the fire, confidential client files were strewn onto the street below as a result of the fire itself and the firefighters’ efforts to put out the fire:

“According to the Buffalo fire commissioner, a slew of legal files, some of which may contain private information, are flying around the streets of Buffalo after a fire broke out on the 15th floor of Main Place Tower in Buffalo … The documents are all old case files from closed cases, but could contain sensitive information many customers of (the law firm) might not want prying eyes to see.”

Had the firm move to a paperless practice prior to the fire, the fire would have damaged equipment and office supplies, but client confidentiality would not have been compromised and the firm would never have lost access to the case files that were destroyed.

Create a Business Continuity Plan

The aftermath of this fire is a great example of one of the most useful benefits of business continuity planning: it allows your firm to quickly and easily get up and running, regardless of the type of unexpected disruption you might encounter. 

To safeguard your firm from disruption and ensure the continuity of your business, no matter the circumstances, consider adopting MyCase, a cloud based practice management software built to help law firms centralize case details in the cloud. 

Be There For Your Clients 24/7

Part of providing great client service is being able to help clients and answer their questions when they need it most. Sometimes, this is after you’ve already left the office for the day. Clients, current and potential, aren’t always free when you are. Between work, kids, or other responsibilities, a client may not have time to call you until 8 or 9 in the evening, and they may not be too keen to play telephone tag or deal with a delayed followup. Your chance of connecting with a client dramatically decreases if you don’t connect on the first call.  That client may just look for someone else who can respond right away instead of you. 

If you’re thinking, “Well, I can’t be available 24/7,” you’re right, but that’s where comes in. is a leading virtual receptionist company offering professional and personalized services for solo and small firm attorneys. Their award-winning virtual receptionist and live chat services are now available 24/7, meaning with, you’ll never miss another client.

Details’s receptionists work in tandem with its proprietary AI to answer calls, chats, text messages, and Facebook messages to screen and schedule new clients or help current clients based on your law firm’s customized needs. 

In addition to answering calls, responding to live web chats, capturing and converting new leads, and booking appointments 24/7, also offers:

  • 24/7 Life-staffed Facebook messaging
  • 24/7 Live-staffed SMS text messaging
  • A free and unlimited AI-powered chatbot for your firm’s website
  • Chat-to-call connect for your website visitors, which allows potential clients to request a callback from a live agent directly from their chat conversation on your website. 
  • Instant email or SMS follow-up after calls between potential clients and the receptionist.’s comprehensive services can be personalized to best serve your firm and your clients. With its 24/7 receptionists staffing your phones, website, and Facebook, can help you be there for your clients all day while you focus on the work only you can do – practicing law and managing your firm. 

How to Get It

To learn more about and how their receptionists and live chat agents can help your firm grow, or to sign up for a free 20-call/20-chat trial, visit today!

Connect With Clients Through Facebook Messenger and

If you don’t already have a Facebook profile for your firm, you’re missing out. With over 2 billion active daily users, Facebook is a great way to engage with current clients and to let prospective clients learn more about your law firm. But most people won’t be leaving comments to communicate with you, they’ll be sending you a message. 

Clients expect fast and convenient communication, and Facebook Messenger meets both of those criteria. But it’s more than just an easy communication avenue that most of your clients already use, having a Facebook presence and being responsive to messages also builds and inspires trust. Having that one-to-one interaction helps clients feel confident in your firm, which in turn boosts your firm’s reputation. 

It can be daunting to add yet another communication medium for your firm, but that’s where comes in.’s virtual receptionists take care of fielding and responding to your messages, including Facebook messages, just as thoroughly as they do for law firms when they answer calls from new and existing clients.


You already know about’s receptionist services for those calls, but they can do much more than that.’s live agents can also help you manage your website chat, texts, and now Facebook messages. receptionists work to answer questions, screen potential clients, and schedule appointments for your firm, 24/7. This means that your law firm will be ready to capture leads and be available for your clients, offering the instant answers clients demand without incurring an interruption to you or your team. 

Rolled under their Chat package, their Facebook Messaging is included with text answering at no extra cost, and it works the same way as’s other services. Simply provide your specific criteria for client intake and appointment scheduling, and will take care of the rest. What’s more, you don’t need to provide any of your Facebook login credentials to get started with this service. is able to manage all of your communications through their platform, without the need for a username. 

How to Get It

To learn more about, how it works with Facebook Messaging, or its Chat Services in general, visit and receive a 20-chat/14-day free trial today!

24/7 Coverage? Ruby Has Your Back!

Now, more than ever, we hear about the need for help —especially when it comes to missing calls. Ruby is helping meet this increased demand for personal connections as practices seek to serve clients best while moving to virtual and remote work. It’s our honor to serve the Lawyerist community in these times of need.

Are you finding yourself in need of a few extra hands? You are not alone. Whether you need short-term help, overflow support, or long-term backup, our award-winning receptionists and chat specialists offer a seamless experience for your clients 24/7/365

We curate our conversations with your clients to match the messaging and tone of your practice. We can speak to the unique FAQs of your practice (including your customized COVID scripting), relay messages within minutes, offer bilingual reception services, perform intake and provide unmatched customer communication and support day or night.

How Can We Help?

At Ruby, fielding client calls and requests for support is what we do best. We ensure 100% of your calls are handled and screened by a U.S.-based, professional receptionist—24 hours a day, 365 days a year. We can handle overflow calls when your staff is busy or out sick and even make outbound calls on your behalf to keep clients up-to-date on any safety measures before their appointment. 

Ruby can also provide customized call handling, so we can transfer to any employee no matter where they are working and the warm transfers ensure they’re never stuck taking a call they aren’t ready for.

More Time Online?

Your clients are spending up to 25% more time online than ever before. We ensure all your website visitors have a live person to ask their questions and receive informed customized answers. Don’t miss out on the online traffic to your site! We’re here to capture all your potential new clients!

Have Questions About Ruby’s Services?

We’re here for you! Call us at 844-311-7829 or email us at [email protected]

Free WordPress Websites with Mockingbird Marketing

2020 has been a strange time. Everyone has been experiencing the new normal in different ways, but through it all, a sense of community has been growing. Even while we’re sheltered in place, there are stories of people helping each other through these difficult times. Mockingbird Marketing is no different. To help struggling solo and small firm attorneys through the Coronavirus crisis, Mockingbird Marketing is offering Echo, their entry-level WordPress website, free through the end of the year with no commitment at all. 

This means a free WordPress site and associated hosting, backups, upgrades, and technical maintenance for the rest of 2020.


Echo was created as a solution for solo and small firm attorneys needing a fast, dynamic, and professional WordPress website at a reasonable price. If you need a new website because your current one is outdated, or you’re pivoting your practice area due to current events, FrEcho (Free Echo) can help you with those changes while giving you a modern, polished, and highly-functional website for your practice.

FrEcho is a well-coded and easy-to-use template website so you can start converting online visitors into clients. FrEcho comes with page templates, schema markups, and a simple interface that makes adding new pages and content a breeze for you and your firm. If you’re worried about FrEcho sites all looking the same, don’t. The modularity makes FrEcho websites more like Legos than cookie cutter. 

Once that FrEcho website is made, it’s yours. All of the content, data, and your URL is completely owned by you, and not Mockingbird. And since it’s built on WordPress, you can have any web designer work on your site whenever you’d like. If you’re looking to give your website a facelift, now is a great time with Mockingbird and FrEcho. 

How to Get it

To get started with FrEcho, you’ll just need to make a $1 credit card payment that will go towards your Jan 2021 invoice if you decide to stay on with Mockingbird in the new year. To learn more about Echo, FrEcho, and to see some example websites, Mockingbird.Marketing/Free-Echo/ today!

Outsource Your Outbound Calls With

As an attorney, your days are already filled with appointments, deadlines, and other responsibilities. Following up on incomplete intake forms, making court-appearance reminder calls, and chasing down paperwork can take up precious time in your packed schedule. 

Let take care of your outbound calls and free up hours for you and your staff. receptionists can call leads and clients to follow-up on online “contact form” fills and website chats, to give case updates to clients, or even to refer leads looking for help outside your practice area to other better-suited firms you recommend. 


Let’s say you’re set to meet some clients at court tomorrow. You’re nervous they won’t show up, but you don’t have time to call them before their hearings. You can simply have your receptionists call and remind your clients to be in court on time, properly dressed, parked nearby (so they’re not late after hunting for a spot). 

Or maybe you received dozens of new intake forms on your website over the weekend, but your week is booked with depositions. receptionists can email, call, and even text those new potential clients — all from your number — to follow up on their matters and set up consultations for you. Once the meeting is set, their call can trigger an automatic email follow-up that outlines your policies to properly set new client expectations. outbound calls and emails aren’t limited to lead screening, scheduling, and reminders. You can also use their receptionists to provide work status updates to clients, request online client reviews, conduct outreach to potential clients (they draw the line at marketing cold-calls), and request payments on past-due invoices.’s outbound communication services instantly help you take important, but sometimes tedious, tasks off your plate. 

If you’ve been using your paralegal for this sort of work, you can now finally hand them higher-level tasks better suited to their skills.

How to Get It

If you’re already a customer, simply email their support team with all relevant contact details, directions, and the message you’d like to convey, and that’s it! will handle the rest. If you don’t have business texting or emailing enabled for your phone number, they can even take care of these systems for you.

If you’re not a customer, learn more about, its outbound communication services, 24/7 live-staffed and AI chat, and other services, by visiting today!

Log Time Directly in Outlook with TimeSolv

You use Office 365, and you use TimeSolv. Isn’t it time to use them together? With its new Office 365 integration, TimeSolv helps you spend less time entering data and switching between applications and more time on what’s important to you. You’ll easily be able to enter your time through your Outlook email and calendar with just a few clicks. 


Simply download the TimeSolv add-on for Office 365 to start. Once installed, click on the top right dots to open the TimeSolv integration. A time entry box will open where you’ll be able to start automatically tracking the time you’re spending on emails, or manually enter time later for any matter you’d like. You’ll also be able to link your time to a specific client or file, list the bill type, and enter a description for that time entry. 

TimeSolv email screenshot

Once the entry is saved, it automatically syncs with TimeSolv and that matter file so you won’t have to enter time twice. 

You’re also able to automatically track calendar events as billable time when you create that event from Outlook. Just click on “New Event,” then “More Options” to access TimeSolv. From there, the same TimeSolv box opens with the event creation box so you can set appointments and track your time simultaneously.

TimeSolv meeting screenshot

To help you save even more time, TimeSolv’s abbreviations function is also available within Outlook. The abbreviation function allows you to create a list of custom abbreviations, either for yourself or your firm, so you’ll only need to enter a few letters, hit the spacebar and have TimeSolv auto-fill the rest. And if you forget any of the abbreviations you created, just hover over the document icon for your list to pop up. After all, who wants to type out “Conference Call with Client” when you can just type “cc”? 

TimeSolv screenshot

How to Get It

TimeSolv is a cloud-based software well-suited for attorneys seeking a straight-forward yet comprehensive time tracking, billing, and document management solution. To learn more about TimeSolv, its new Office 365 Integration, or to start a free 30-day free trial, visit today!

Make Document Signing Seamless with MyCase eSignature

If you’re still chasing down clients for their signature on retainers, releases, and other documents, then waiting days or even weeks for them to return that document, we’re here to tell you there’s a much better way. With MyCase’s new e-Signature solution, you can easily prepare and send documents to clients who can sign them in just a matter of clicks, creating an easy and seamless document signing experience for both you and your client. 


Take the complexity out of document signing with fast and convenient e-signatures on your documents and agreements. MyCase’s e-Signature functionality features a sleek interface with a drag-and-drop design for your already existing documents and is available at no additional cost to its users. It seamlessly integrates with MyCase’s other features to help you craft a comprehensive workflow that fits best with your practice.

To prepare your documents for e-signatures, simply upload your document to MyCase, click where you need signatures, initials, or data boxes, and send the document to your client with a request for signature and custom message. From there your client can sign from any location on their computer or mobile device when it’s convenient for them. 

Once the document is signed, you and your client will receive an email copy of the signed agreement and the document will automatically be saved to MyCase under that client’s file. With such a streamlined process, clients will sign and return documents more quickly, avoiding delays and bottlenecks, and saving you follow-up work.

While giving your clients the option to e-Sign documents is efficient and convenient, it also creates a high-quality experience with your firm. Clients will feel more confident in you and your firm when you provide a modern and polished service with MyCase. 

How to Get It

MyCase is a comprehensive law practice management software that helps you manage every aspect of your firm, including lead management, case management, the full billing cycle, and firm oversight. It offers powerful features and integrations to help you create a more streamlined and efficient practice. 

Make Appointment Booking a Breeze with Clio Scheduler

Scheduling appointments isn’t always the easiest thing to do. In fact, it can be a big hassle. Between the back and forth or limitations to your current method of booking appointments, you’re wasting time you could be spending with clients. Setting appointments should be a breeze, and it’s just that with Clio Scheduler, part of the Clio Suite.


Clio Scheduler offers a convenient and hassle-free online booking process for your clients, your firm, and you. By sharing the Scheduler booking link on your website, or directly with prospective clients, you’ll be able to provide your clients with a modern and streamlined booking process, grow your firm by being able to schedule more appointments and create a better overall experience for your clients.

With Clio Scheduler, the booking process is completely automated, while you maintain control over your calendar. To determine availability, Clio Scheduler syncs with your calendar and you can also let it know your availability preferences. From there, clients simply pick a day and time from your open calendar slots that align with your designated open times.

Your clients will receive confirmation of their appointment, you’ll receive a notification of a new appointment, and you can set scheduled reminders to help remind your clients of their appointment with you. 

Clients can also easily cancel or reschedule appointments from the same interface. This, combined with the appointment reminders, helps reduce the risk of no-shows—saving you time and a potential headache. Clio Scheduler also securely saves the client and appointment information automatically into Clio so you’ll be able to manage client and intake data from one central place, keeping records aligned across your firm.

With the newly redesigned Clio Mobile app, you’ll be able to sync appointments and meetings across multiple devices and calendars, and you can sync events with Outlook and Google, to better coordinate and respond to client needs.

How to Get It

Clio offers a suite of powerful and user-friendly cloud-based tools—including Clio Manage and Clio Grow—to help attorneys run a more efficient practice. To learn more about Clio, Clio Scheduler, and how it can help your practice, visit today!