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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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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.
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