Law Ruler

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Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.


Product Details

  • Web
Software Integrations
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  • Thomson Reuters
  • Alert Communications
  • NOLO
  • Lawyers.com
  • Consult Webs

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.


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Automated Workflows

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.

Appointment Scheduling

With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.

Calendar Sync

Sync up your calendar so you can see associated appointments when viewing a potential client's record.

Email Templates

Building out your marketing workflows is quicker and easier if you have templates to work from.

Email Sync

Sync up your email account so you can see emails sent or received when viewing a potential client's record.

Text Messaging

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.

Document Templates

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.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

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Frequently Asked Questions

Where can I use Law Ruler?

Law Ruler is a web based platform that can be accessed from any modern browser.

What is the price of Law Ruler?

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.

Does Law Ruler integrate with my Law Practice Management Software?

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.

Does Law Ruler have client forms for my website?

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.

Does Law Ruler have project or task management?

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.

Can Law Ruler track my marketing efforts?

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.

Can I accept online payments with Law Ruler?

Although Law Ruler does not have a native ePayment platform, law firms could easily use one of their many integrations to accept online payments.

Does Law Ruler integrate with Calendly?

No, it does not integrate directly with Calendly, but the platform does sync with both GSuite and Microsoft 365.

Is Law Ruler good for solos?

Yes. Law Ruler is good for any firm with ongoing outbound marketing, no matter how large or small.

Can I send engagement letters through Law Ruler?

Yes. Law Ruler has the ability to create documents from information inside the platform and automate sending those documents to your potential new clients.

Additional Details about Law Ruler

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 Law Rules 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 Law Ruler’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.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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