LEGAL CLIENT INTAKE
Law Firm Client Intake Software to Improve Client Relations
Take Your Client Intake Processes to the Next Level
Automate Redundancy & Data Entry
Our intake form software takes care of tedious data entry automatically so you can focus on other priorities. Your firm saves countless hours and money by eliminating manual data entry.
Create Customized Online Forms
Intuitive, mobile-friendly intake form building with unique field and branding customization options. Built forms quickly and easily for every practice area at your firm to ensure you’re gathering the right information.
Document Automation
Make document assembly a breeze and deliver automatically with our custom document templates and online editor. What used to take hours now takes minutes.
One-Click E-Signature
Signing documents has never been so easy. With the simple click of a button, you can say goodbye to hunting down clients for signatures.
Boost Your Productivity and Generate Leads with Law Ruler
Between automated appointment, email, and text message scheduling, solidifying and growing relationships with your clients has never been easier.
Get Started Today
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Frequently Asked Questions
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How do you reduce paper and manual processes to sign up more clients?
Implement online intake forms and automate. Law Ruler’s intake forms allow you to add custom fields for each practice area. Our Smart Forms feature will allow you to create decision trees, dynamically hiding or showing form fields based on form responses.
What is the purpose of online intake forms?
You can create a scripted approach for phone or in-person intake meetings. The forms have everything needed to qualify or disqualify potential clients so any staff member can handle an intake.
Can I share the online forms?
Yes. Law Ruler’s online forms are easy to share with attorneys or potential clients. Our forms can be shared via email or SMS with the click of a button, reducing paper, improving the efficiency of your intake process, and increasing sign-ups.
Are the intake forms mobile-friendly?
Law Ruler intake forms are mobile-friendly and viewable on desktops, laptops, and other mobile devices ensuring you’re meeting the client where it’s most convenient for them.
What Clients are Saying About Law Ruler
We are two months into our “Law Ruler Revolution” and my firm is transforming before my eyes. The immediate impact is higher lead capture through automation.
Law Ruler has been instrumental in capturing ALL Leads and helping us drill down on which marketing efforts REALLY work!