LEGAL CLIENT INTAKE

Law Firm Client Intake Software to Improve Client Relations

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

Take Your Client Intake Processes to the Next Level

Law Ruler provides comprehensive client intake software that will help you attract and retain new clients for your law firm. Our suite of services include, but are not limited to:

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

Let Law Ruler’s experts help you and your team streamline your intake process. Our goal is to simplify your operations in order to help your firm grow by helping you easily create and send secure online intake forms.

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.

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