Client Intake Software

By implementing a logic-based, automated pre-screening process that improves the client jouney and streamlines processes at your law practice!

The intuitive client intake form builder allows you to add custom fields for each practice area your firm offers.

Our Smart Forms feature lets you implement decision trees, dynamically hiding or showing form fields based on previous responses. During the initial consultation, the information provided during setup allows attorneys to zero in on the questions most relevant to potential clients’ legal needs.

This process prevents your law office from having to sort through a slew of unnecessary details or hunt down answers to skipped questions from the initial consultation. When you implement Law Ruler’s legal intake software, it automatically determines which respondents your team should follow up with and sends a polite message declining services when applicable.

Aside from saving on costs, paper, and time, the online form builder streamlines the client intake process so that attorneys can focus on the most critical tasks. The logic-based systems have everything needed to determine if a potential client is a good fit, so any staff member can handle an intake with confidence, saving time and costs. Legal intake forms are the first step to a positive attorney-client relationship.

Online intake also improves convenience for prospective clients who are trying to decide which law firm might be the right fit for their legal needs. Rather than come into the office to fill out a paper form, potential clients can tap a few buttons on their phone for an instant answer.

What’s more, these forms allow your firm to collect valuable contact details from potential leads, which can be used in tandem with targeted email or text message marketing to help guide the customer journey in accordance with your sales funnel. Whether you need client intake software for family law or immigration, adopting a new client intake form can launch your firm to the next level.

Yes. For your convenience, online forms are easy to share with attorneys or potential clients. Law Ruler’s forms can be shared via email or SMS text message with the click of a button, reducing paper use, improving the efficiency of your intake process, and increasing sign-ups.

We believe that attorneys at your law firm should spend more time practicing law and less time struggling with inefficient legal software. For this reason, the personal data collected is automatically and securely imported into your favorite integrated legal software systems. Watch as the accuracy of your client records improves alongside your billable hours.

For your firm to make the best possible impression, your client intake process must be designed with accessibility and convenience in mind.

Most modern clients aren’t searching for law firm websites from their desktop computers. Instead, they’re using their phones to multitask on the go. Potential clients might well be browsing online for legal services during their daily bus commute, while waiting in line at the grocery store, or even in bed as they end their day.

As a client-focused experience, our legal client intake form is mobile-friendly and looks great on desktops, laptops, tablets, and other mobile devices, so you can meet the client wherever it’s most convenient for them.

Yes. Our goal is to streamline your intake process, no matter what additional tools you use. Our client intake software integrates with the legal industry solutions you trust most, including:

• TimeSolv
• CosmoLex
• Rocket Matter
• HelloSign
• Smith.AI
• ApexChat
• Gmail
• Zapier
• Twilio
• Microsoft 365
• Clixsy
• Mail Gun
• Callrail
• Scorpion Internet Marketing
• Engage
• Mass Tort Nexus
• Lead Rival
• MTVA
• XSocial Media
• Conversion
• Case Legal Media
• Intake Desk
• Thomson Reuters
• Alert Communications
• TSG
• Trivent Legal
• Nolo
• Lawyers.com
• American Law Firm Capital
• Ngage
• National Record Retrieval
• Case Acquisition Experts
• LS5

Like you, we’re always seeking to improve the service we provide. If your team uses a tool that doesn’t currently integrate with our attorney intake software, contact our support team to request it.

Absolutely. Compared to a basic client intake spreadsheet, law firms get much more success, productivity, and ease of use from client intake software.

Cloud-based client intake software automates as many redundant client intake tasks as possible, allowing attorneys to focus on billable work. Client intake software offers detailed tracking and reporting features, too. Armed with the correct information, you can assign tasks, perform conflict checks, or adjust your entire intake process with confidence.

With the support of client intake software, attorneys are free to engage in high-value work with client matters instead of typing out each new client’s name, address, and payment information three times over.

And with a more client-focused experience and efficient intake strategy, you may find yourself securing more sign-ups for legal services in less time! Whether you need mass tort law firm software or small immigration law firm software, we’ve got you covered.

The American Bar Association and your local bar association set strict guidelines in the legal industry to protect clients’ personal information, and attorneys have an obligation to prevent client data from falling into the wrong hands. Failure to take sufficient data security measures to protect legal clients can lead to far-reaching consequences, including fines and disbarment.

Because Law Ruler is specifically designed for legal practices, our client relationship management software has been developed with security as a priority. We leverage a variety of state-of-the-art security measures to guarantee that your clients’ privacy remains protected at all times.

You can adjust the attorney intake software and CRM marketing automation to fit your firm’s preferred client intake process and streamline your marketing efforts.

Here’s an example of one possible workflow:

• A potential client’s contact details and other crucial information is imported into your CRM.
• The potential client is sent an automated text message inviting them to schedule a consultation, and they do so online with just a few clicks.
• The CRM notifies your office that additional follow-up is required, either by phone or in person.
• The potential client can be added to a drip email marketing campaign to receive blogs, guides, white papers, and reminders that are relevant to their legal matter to keep your firm and its services top-of-mind.

These processes can be adapted to suit your firm’s needs and preferences.

At Law Ruler, we’re passionate about propelling your law firm to greater success with functional and powerful client intake features that are simple to use. That’s why we offer numerous online resources to help you get the most out of your software and streamline your entire intake process.

We work with law firms of all sizes and in all areas of the law. Whether you need large estate planning software or solo personal injury lawyer software, you can benefit from optimized law firm client intake procedures.

When you first begin to explore the marketing automation suite, we’ll schedule a guided one-on-one demo where you’ll discover how each distinct feature works first-hand. At this time, a product expert will be available to provide real-time answers to your questions.

Law Ruler’s Resource Library and online Knowledge Base also offer a wide variety of helpful guides, videos, and webinars. Use the search feature to locate the best content for your needs. When more specific guidance is required, we’re here to help! Submit a request to our support team online anytime.