Law Ruler vs. Lead Docket:
A CRM Review
Scale your firm at a fraction of the cost. Unlike Lead Docket, Law Ruler’s legal CRM and automation features cost less and don’t require you to lock yourself into a contract, giving your firm the best chance to reach its full potential.
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Automations Included
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80% Less, No Contract Required
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Twice the Contact Limit
Differences between Lead Docket and Law Ruler
| Lead Docket | Law Ruler | |
| Number of contacts | 5000* | 10,000 |
| Number of users | Pay Per User | 3 |
| SMS and email | Yes | Yes |
| Number of automations | Pay to add to subscription | 100 |
| API offered | No | Yes |
| Training offered |
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| Pricing | $300/mo | $169/mo (3 users) |
*Based on available information
Law Ruler vs. Lead Docket: A Legal CRM Review
One of the most crucial elements of a successful law firm? A satisfied client base. Keeping your clients happy goes beyond simply achieving favorable results in their matters, though—it requires consistent communication and personal touch from day one.
One of the best ways to enhance client satisfaction while making your job easier is to use a client relationship management software (CRM) that’s built specifically for law firms. A legal-specific CRM can streamline the intake process, turn new leads into paying clients, and make consistent client communication a snap.
But finding the right software solution for your needs can be time-consuming. That’s why we’ve done the research for you, with this in-depth look at Lead Docket’s CRM software—so that you don’t have to spend hours trying to determine if they’re the right choice for your firm.
Overview of Lead Docket
Who is Lead Docket?
Headquartered in Salt Lake City, UT, Lead Docket is a case management software service designed for law firms. It provides tools to manage client intake, track leads, and automate select tasks.
What customers do they serve?
Lead Docket primarily serves law firms across a broad spectrum, ranging from solo practitioners to larger practices.
What are the key features of Lead Docket?
Legal CRM
While Lead Docket’s legal CRM software focuses primarily on lead tracking and management, it also offers additional services such as contact management, task management, and reporting.
Alternatively, Law Ruler’s all-in-one legal CRM is optimized for conversions, with tools designed to capture leads, keep your database organized, integrate with your favorite tools, and more—so you can foster client relationships from the first impression to case closed.
Marketing Automation
Lead Docket offers some basic marketing automation options like custom intake scripts, recurring client follow-ups, and integrations with web chats and answering services. Aside from these features, however, they are limited in their automation functionality.
Law Ruler, on the other hand, offers robust marketing automation solutions that can help your team reduce the time it spends on marketing outreach and client communication.
Key features include:
Client Intake
Lead Docket’s CRM provides custom intake scripts to assist with the client onboarding process, but further intake enhancements like web chat and answering services require additional integrations.
On the other hand, Law Ruler’s legal CRM is specifically designed to improve intake processes for all areas of law from start to finish.
Take your client intake to the next level with:
Dashboard Analytics
Lead Docket offers an intake dashboard that provides lead tracking, updated leads, and assigned tasks to keep up with your firm’s intake process. Their analytics allow you to look at KPIs like revenue by source, lead volume over time, and referral fees and revenue.
Law Ruler’s integrated analytics dashboard allows you to analyze campaigns for customer engagement, ROI, and overall marketing success so that you can adjust your strategies to give your firm the edge it needs when scaling for growth.
Law Ruler’s analytic dashboard features include:
What security measures does Lead Docket provide for law firms?
One of the most critical aspects of managing your law firm is ensuring that both firm and client data are stored securely with the most robust solutions available. Lead Docket doesn’t detail what kind of security measures it provides for law firms on its website, which makes it difficult to decide if it’s the right choice for your firm.
Law Ruler understands that the security of your firm is paramount, that’s why every document stored or sent on our servers is encrypted and secured with bank-level256-bit (AES) encryption.
Does Lead Docket offer operation solutions to help my firm with online payments, practice management, and more?
While Lead Docket provides some basic operational services for law firms, they’re limited to features that supplement their CRM, like lead management, intake forms, and analytics.
Law Ruler provides a robust set of operational solutions that law firms can use to streamline their workflows and take the heavy lifting out of daily operations, thanks to their deep integrations with other legal software solutions. Law Ruler seamlessly integrates with software like TimeSolv, CosmoLex, RocketMatter, Smith.Ai, and more, so you can accomplish more with less work.
Pricing
What kind of pricing does Lead Docket offer?
Lead Docket requires potential users to sign up for a consultation before any pricing is discussed, but according to user reviews, most law firms can expect to pay a base-level price that increases with every seat and integration added.
Law Ruler’s transparent pricing starts at just $169 per month and allows for three users and 10,000 contacts right out of the gate—perfect for firms of any size and budget.
Does Lead Docket require contracts?
Lead Docket requires customers to pay one or two years in advance, which could end up leaving some law firms locked into using the service even if it no longer works for them.
Alternatively, Law Ruler doesn’t require contracts and provides monthly and yearly payment options. You can get the tools you need now, without worrying about whether or not you can change your plan or upgrade down the line.
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.
I come out looking like a rock star, so I love Law Ruler… it has eliminated 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.
Law Ruler has been instrumental in capturing ALL leads and helping us drill down on which marketing efforts REALLY work!
Take your law firm to the next level with Law Ruler
Find out how Law Ruler can help you by scheduling a free demo today.
Schedule Demo
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FAQs about Law Ruler legal CRM
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What is CRM Software?
CRM stands for client relationship management. The best CRMs will support your firm’s growth by improving your intake process, increasing client communication, and fostering better relationships with both new and long-term clients.
Your clients are the heart of your practice, and a legal-specific CRM is one the most powerful tools you can use to improve the client experience (and make your job easier).
A legal-specific CRM is important because while there are plenty of generic CRM tools on the market, few cater specifically to legal professionals’ needs. Law Ruler’s CRM, marketing automation tools, and intake software are flexible solutions designed specifically for law firms.
Law Ruler’s CRM facilitates critical law firm growth activities like:
- Lead generation
- Lead management and tracking
- Scheduling and follow-up
- Client intake
- Client communications
- Client management
- Revenue tracking
- Project management
- Document management
Why do I need a CRM for my law firm?
Gone are the days of getting by with just a Rolodex and a telephone. Successful legal professionals are busy, and so are their clients.
Law firms need modern software solutions that can automate the essential (but time-consuming) tasks that support successful relationships with clients. When used effectively, CRM solutions for law firms can help foster client relationships while reducing time spent on repetitive administrative work.
Law Ruler’s CRM software gives you the ability to:
- Track new leads as they move through your marketing and sales pipeline
- Provide a personalized and efficient onboarding experience for new clients
- Create positive experiences for clients with automated marketing, client follow-ups, and document management.
Additionally, our legal-specific CRM includes powerful analytics and marketing automation tools to help your firm enhance lead generation and better assess your client intake workflows based on marketing spend and user.
No matter what step of the client management process you’re in, we can help your law firm get ready to grow.
Why is using a legal-specific CRM important?
When you use a CRM designed to support the specific workflows and operations involved in providing legal services, you won’t have to struggle to align your work with an industry-agnostic CRM’s generic tasks and workflows. Legal-specific CRMs are designed to rapidly access processes and forms that provide attorneys with essential client and case-related information.
Many law firms also use other legal-specific software to meet their needs. From time-tracking to file-sharing to document management and more, a quality legal CRM can integrate with many of your tools so you don’t have to rely on a third-party service to keep you organized.
Additionally, a CRM designed for legal professionals comes with built-in compliance safeguards so you can make sure to adhere to regulations and industry guidelines.