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For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Building out your marketing workflows is quicker and easier if you have templates to work from.
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
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Law Ruler is a web based platform that can be accessed from any modern browser.
As of this review, the Pro tier pricing for Law Ruler starts at $169/month with up to three users with a $399 onboarding fee.
Law Ruler integrates with a whole host of Law Practice Management Software including Clio Manage. However, it's deepest integrations come with CosmoLex and Rocket Matter, which are part of the same ProfitSolv family.
Yes. Law Ruler excels when it comes to client intake forms. Savvy users will find them useful for data collection, intake, and even vetting potential new clients.
Yes. Law Ruler has robust task management that integrates with its workflows and automations. This allows users to automate large swaths of their intake process.
Law Ruler is set up to do exactly this. Law firms can track separate marketing efforts, run intelligent reports on the information, and, in the case of CosmoLex, track clients from start to finish.
Although Law Ruler does not have a native ePayment platform, law firms could easily use one of their many integrations to accept online payments.
No, it does not integrate directly with Calendly, but the platform does sync with both GSuite and Microsoft 365.
Yes. Law Ruler is good for any firm with ongoing outbound marketing, no matter how large or small.
Yes. Law Ruler has the ability to create documents from information inside the platform and automate sending those documents to your potential new clients.
Personalized intake. When clients call your law firm, Law Ruler automatically sends them a welcome text message with an intake form, while simultaneously sending your staff a text message that the new potential client has called and is filling out the form. Such a feature helps you immediately manage the client relationship literally from the very beginning.
Templates. One of the big draws to this platform is its use of a 1-click e-signature button to automate client agreements. Its staff will help you create custom e-signature templates for each document you need to be signed by a client to help save you and your clients time.
Consulting and other offers. Some of the platform’s Elite features can be added to the other packages at an additional cost so you have more options for customization if you don’t want to commit to a higher pricing tier. It also offers consulting services for all pricing tiers at an additional cost.
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