LEGAL CLIENT INTAKE

Law Firm Client Intake Software Improves Client Relations

Law Ruler’s client intake software helps you acquire leads, manage relationships, and retain prospects.

Take Your Client Intake Processes to the Next Level

Most leads expect to hear back from your firm within five minutes of filling out the contact form on your website. If your firm isn’t meeting prospective clients’ expectations for responsiveness and client service, it’s time to revamp your law firm’s current intake process.

Enter automated client intake.

Improve Your Intake Process from Start to Finish

Developing a streamlined, effective client intake process can be easy.

Bring in more leads and turn them into happy clients with legal intake software specifically tailored to support all areas of law:

Law Ruler’s full-scale, intuitive features allow you to create a more convenient, client-focused experience. Save your prospects’ time—and your own—with thorough pre-screening and onboarding processes that require less time and attention from your busy law practice.

A Great Client Intake Process Is Your Law Firm’s Secret Weapon

Comprehensive client intake software to help you attract and retain new clients for your law firm. Our suite of services gives you many powerful tools, including the following.

Automate Redundancy & Data Entry

Our intake form software automatically handles the tedious form processing, eliminating double entry and allowing your team to focus on other priorities.

Intelligent intake forms securely collect new clients’ names, addresses, matter details, and other sensitive information. These contact details are directly imported to your client relationship management (CRM) and other practice management software.

As a result, the likelihood of data input errors plummets, and your firm saves countless hours—and money—by eliminating tedious manual administrative tasks.

Create Customized Online Forms

Save time by determining whether your law firm is a good fit for a potential client in just minutes. Our innovative form builder makes it easy to create custom forms tailored to each practice area at your firm.

Gather the correct information for every legal matter, every time, with customizable field options. Our intelligent forms adapt to each lead’s answers to present the questions most relevant to their legal needs.

We know the power of first impressions, so we also made it simple to develop intuitive, mobile-friendly client intake forms that let your firm’s branding shine for a client-focused experience!

Document Automation

Make document assembly a breeze with our custom document templates and online editor. Document automation features streamline the intake process by importing the client demographics into polished, adjustable legal templates.

What used to take hours will now take minutes. Your intake documents won’t look like it, though! Every file assembled with our document automation features is personalized, professional, and modern. As a bonus, attorneys enjoy more time to build client relationships by providing personalized attention throughout the rest of the intake process.

One-Click eSignature

Placing legal documents, retainer agreements, or fee agreements on hold while waiting for a signature seriously disrupts attorneys’ workflow. This delay isn’t necessary when you use Law Ruler.

With the click of a button, law firms can say goodbye to hunting down clients for signatures. Instead, instantly and securely request client signatures via email or text message.

This method of collecting electronic signatures accelerates your intake process while improving the client experience.

Boost Your Productivity and Generate Leads

Let the experts at Law Ruler help you and your team streamline your intake process. Whether you are a large or small law firm, our goal is to simplify your operations and help your firm grow by allowing you to draft and send secure online documents.

Between automated appointment, email, and text message scheduling, it has never been easier to solidify and grow relationships with your clients.

Client Intake Frequently Asked Questions

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How does Law Ruler reduce paper and manual processes to sign up more clients?

By implementing a logic-based, automated pre-screening process!

Law Ruler’s intuitive intake form builder allows you to add custom fields for each practice area your law firm offers. Our Smart Forms feature lets you implement decision trees, dynamically hiding or showing form fields based on form responses. Clients only need to answer the questions most relevant to their legal needs based on the initial information provided during setup.

This process prevents attorneys 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 smart software, it automatically determines which respondents your team should follow up with, and send a polite message declining services when applicable.

What is the purpose of online intake forms?

Aside from saving paper and saving time, online forms streamline the client intake process so that attorneys can focus on the most critical tasks. The logic-based systems have everything needed to qualify or disqualify potential clients, so any staff member can handle an intake with confidence.

Online forms also improve 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 allow your firm to collect valuable data from potential leads, which can be used in tandem with targeted email or text message marketing to help direct the client journey through the sales funnel.

Can I share the online forms?

Yes. For your convenience, online forms are easy to share with attorneys or potential clients. Our 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 should spend more time practicing law and less time struggling with inefficient legal software. For this reason, the data collected is automatically and securely imported into your favorite integrated legal software. Watch as the accuracy of your client records improves alongside your billable hours.

Are the intake forms mobile-friendly?

To make the best impression possible, your firm’s client intake process must be designed with accessibility and convenience in mind. Most modern clients aren’t searching for law firms from their desktop computers. Instead, they’re using their phones to multitask on the go. Maybe they’ll find your firm during their daily bus commute or while waiting in line at the grocery store.

Intake forms are mobile-friendly and viewable on desktops, laptops, tablets, and other mobile devices, ensuring you’re meeting the client where it’s most convenient for them.

Will client intake software integrate with my other legal and business software?

Yes. Our client intake software integrates with the legal vendor tools 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 software, contact our support team to request it.

Is client intake software really better than a spreadsheet?

Absolutely. Law Ruler’s client intake software automates as many redundant client intake tasks as possible, allowing attorneys to focus on completing billable tasks. With the support of client intake software, attorneys are free to engage in significant interactions with clients—instead of typing each new client’s name, address, and payment information three times over.

In addition to sending personalized, automated follow-ups at just the right time to secure a sign-up, client intake software offers detailed tracking and reporting features. Armed with the correct data, you can assign tasks or adjust your entire intake process with confidence.

And with a more client-focused and efficient intake strategy, you may find yourself securing more sign-ups in less time!

Is Law Ruler secure?

The American Bar Association and your local bar association set strict guidelines in the legal industry to protect clients’ personal information. Attorneys have an obligation to prevent client data from falling into the wrong hands. Failing to take sufficient measures to protect the sensitive information attorneys manage on a daily basis can lead to a host of far-reaching consequences, including disbarment.

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

To learn more about data security, please contact our support team.

What happens when the online intake form qualifies a lead?

With Law Ruler, you can adjust the attorney intake software and CRM automation to fit your firm’s best client intake process.

Here’s an example of one possible workflow:

  1. Your new client’s contact, billing, and other crucial information is imported into your CRM.
  2. The client is sent an automated text inviting them to schedule their consultation with an attorney.
  3. The CRM notifies the attorney that the client requires additional follow-up, either by phone or in person.
  4. The client may be added to a drip marketing campaign to receive blogs, guides, white papers, and reminders that are relevant to their legal matter.

How can I learn to use client intake features more productively?

We’re passionate about propelling your law firm to 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.

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 of Law Ruler’s distinct features works first-hand. At this time, a product expert will be available for you to ask questions in real time.

Our 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 needed, we’re here to help! Submit a request to our support team online anytime.

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.

Adam Smallow

Managing Partner of the Law Offices of Adam M. Smallow

I come out looking like a rock star, so I love Law Ruler…What we liked so much about Law Ruler was it eliminated a lot of data entry errors and user errors. It really streamlined the time for the intake and offers marketing, and retention of clients. All of these things are in one place. It is your one-stop-shop for all of the things that we previously did on 10 different forums.
Samantha Stone

Supervising Paralegal, Hansen & Rosasco, LLP

Law Ruler has been instrumental in capturing ALL Leads and helping us drill down on which marketing efforts REALLY work!

Jennifer Gore-Cuthbert

Founder/Owner, Atlanta Personal Injury Law Group - Gore LLC