How to Sign More Cases with Law Ruler E-Signature & SMS Texts

June 22, 2016 – Daniel S. Jacobs – Law Ruler Blog

Do you have an easy button for signing more cases?

Are you aware that you can start signing more cases today and become a master of the legal sales process?
Manual intake processes end up costing a fortune.  A fortune of what you ask?  A fortune of unsigned clients that somehow ended up at your competitor’s doorstep.

Do you send SMS Text Messages to remind leads/new potential clients to send back agreements?  Were you aware that SMS Text Messages are read and acted upon 8x more than e-mails? It is statistically proven that SMS Text Messages are more effective than E-mail.  Does your CRM or legal practice management software have an automated SMS Text feature?

As you probably know, chasing down signatures is a time intensive task, and because law firms cannot bill for hours spent drafting agreements, and chasing new potential clients, then it is in your firm’s best interests to automate and make it as efficient as possible.

Saving Time with E-Signature

Are you ready for the easy button?  Law Ruler’s legal CRM features a 1-Click e-signature button that makes automating client agreements and medical release form automation extremely simple.  Our friendly support team will create your e-signature templates for each document as part of our initial implementation process.

All that is left to decide is which document you want signed, and press the “Send Contract” button with 1-Click.  We all love the 1-Click easy button!

Long gone are the days of spending 15 minutes customizing each e-signature document for each and every client, a process which can be chock full of errors. The document drafting process is instantaneous with 1-Click, and works reliably each time.

Even better, no longer will you have to manually download, print, and scan a document in order to save it, or get it signed. Your clients can open the e-signature document email on their iPhone, Android Phone, or other mobile device, and sign/submit it in a matter of seconds and it auto-saves to the lead/new potential client in Law Ruler.

Is there more?  Of course there is…Law Ruler legal case intake software, the legal industry’s #1 Legal CRM offers end-to-end process automation.

Sign More Cases with SMS Texts and Process Automation

In the movie Glengarry Glen Ross, Alec Baldwin repeats the mantra:  “Always be closing!”

• After an e-signature document is sent out using the 1-Click easy button, Law Ruler will automatically change the status of the lead/new potential client to “Sent Retainer Contract” and this will allow our drip marketing campaigns to take over with highly personalized SMS Texts and E-Mails.
• If the e-signature document is signed in person or within a specified amount of time(that you decide) then Law Ruler will automatically change the status to “Signed Contract” and can trigger an emailed welcome letter with an intake packet, or just a warm and fuzzy welcome to the firm emailed letter, followed by an even friendlier SMS Text Message saying “Welcome to ____ Firm.  My name is ___ and I am your assigned rep.  My Phone # is: XXX-XXX-XXXX.”
• More importantly, if the client has questions, or uncertainty about moving forward with your firm (sound familiar???), then Law Ruler legal case intake software is ready to help convince them for you.
• Law Ruler can trigger an emailed reminder letter explaining the benefits of moving forward with your firm that is customizable by you, followed by an even friendlier SMS Text Message saying “____ Firm sent you an e-signature document.  Please sign and return today.  Questions?.  My name is ___ and I am your assigned rep.  My Phone # is: XXX-XXX-XXXX.”

If you’re interested in learning more about how Law Ruler legal case intake software & legal CRM can help you sign more cases, automate your client agreements with e-signature, collect information with online client intake forms, or any of our other features, feel free call today at 1-800-431-6779 or to schedule a free product demo.