Creating online intake forms is amazingly easy. And, build your forms to have the custom fields you need. As a result, each practice area can have its own form and custom fields.
Stay top of mind with client relations by customizing your intake forms. And, you can add your own logo and branding to forms.
Your online intake forms sync with Law Ruler and populate the data automatically. As a result, you will save countless hours and money by eliminating manual data entry.
Deliver reminder messaging via text and email to remind clients of incomplete online intake forms. Because, reminder automation improves conversion rates!
How do you reduce paper and time consuming manual processes to sign up more clients? You implement online intake forms. All you have to do is add the custom fields for each practice area or our experts can set it up for you. Then, you set up a decision tree if you want smart forms to hide/show fields based on responses. Finally, you use the online forms in a few different ways.
What do I use online intake forms for? First, you could have a scripted approach for phone/in-person intake meetings. And, any staff member could do an intake since the form has everything needed to qualify or disqualify potential clients. Second, you could email and text message the online intake forms to potential clients by clicking one button. Finally, some of our clients like to share online forms with their attorneys to collaborate on each potential client. Thus, you can reduce paper, speed up your intake process, and increase sign-ups. Law Ruler intake forms are mobile friendly and viewable on desktops, laptops, iPhones, iPads, Android and Windows devices.
Let Law Ruler’s experts help you and your team streamline your intake process. The goal is to keep things simple. And, to do that, you need a system that makes the complex look simple. With Law Ruler, you can easily create and send secure online intake forms and go paperless.
Boost your productivity
You need Legal Case Management Software and Legal CRM in one system. No more double data entry for your staff. Combine Law Ruler's legal case management software with our legal CRM features to have a competitive advantage. Because, before Law Ruler, law firms had to purchase separate case management and legal CRM systems. Now, with Law Ruler, you can do it all in one solution. Thus, your firm will be ready to grow. Finally, use our data-driven approach with a click to call dialer and the very best in reporting to increase profits.Get Started