by Law Ruler | Oct 17, 2024 | Client Intake, CRM Software, Legal CRM
Your client intake process as a criminal defense attorney is vital when it comes to optimizing customer engagement and your firm’s overall success and profitability. It is also a necessary part of the preliminary case stage, allowing you to accurately determine if you...
by Law Ruler | Oct 10, 2024 | Client Intake, CRM Software
An efficient client intake process paves the way toward building a great working relationship. In the legal field, it can also be vital to ascertain whether you can take on a particular case based on specific factors. A well-designed client intake process will...
by Law Ruler | Oct 2, 2024 | Client Intake, CRM Software
ⓘ Updated on December 4, 2025 for accuracy and comprehensiveness (originally published in 2024) For years, spreadsheets have been the “good enough” tool for law firms. They’ve been useful for managing client information, tracking case activity, and keeping daily...
by Law Ruler | Sep 26, 2024 | CRM Software
Client Relationship Management software, known in the industry as simply CRM, has effectively and radically transformed the day-to-day operations of many law firms. If you haven’t already boarded the CRM train and wonder how it might enhance your current office...
by Law Ruler | Sep 12, 2024 | CRM Software, Legal CRM
Client Relationship Management CRM systems are a vital part of many legal practices in today’s competitive market. However, as a result of the data-driven landscape that presently exists in the legal field, it has become vital to protect important personal data in the...
by Law Ruler | Sep 5, 2024 | Client Intake, CRM Software, Marketing Automation
Whether your legal arena is personal injury, criminal defense, mass tort, immigration law, or some other focus, you know that the competition is fierce both in terms of simply getting your firm found and then creating the right kind of client relationship that will...
