Legal CRM

Client Relationship Management Software Designed Specifically for Law Firms

Turn leads into new clients & keep your current clients engaged with the intuitive, cutomizeable & scaleable legal-specific CRM solution from Law Ruler.
Legal CRM Software

Law Ruler has 4.8 out of 5 stars with 40 reviews on Capterra.

Law Firm Growth Starts with Better Relationships …

Converting leads is the key to new business. And nurturing your existing clients is the key to more business from them — so that they turn to you when the need for legal services comes up again.

That makes it a bit surprising that law practice management software is not designed with lead management or client interactions in mind. And generic relationship management tools aren’t much help either because they are simply not built for the way law firms work.

Law Ruler’s robust CRM transforms the way law practices manage relationships with leads, prospects & clients. The result:


Stronger Client Relationships


New Opportunities for Growth


A More Robust Referral Network

A Legal CRM Optimized for Conversions

Tap into the tools you need to stay top-of-mind with prospects throughout the sales pipeline and to build stronger relationships to retain current clients — all while spending far less time on all the tedious — and necessary — administrative & follow-up tasks that eat up too many billable hours.

Here are just some of the modern features you get with Law Ruler CRM:

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

Automated follow-ups by email or text message

Clients and prospects don’t have time to play “phone tag” – and neither do you.  Email, and especially text messages, are generally the preferred way to conduct business today.  Yet, we all get too many texts & emails – and some do get overlooked.

Don’t worry, Law Ruler has your back and does not let missed phone calls, emails, or texts to keep you from connecting with prospects — or clients.

With Law Ruler, you can set up automated email or text follow-ups to engage with leads & clients immediately, so they’re less likely to get frustrated & move on to another practice.

And these follow-ups can be personalized – automatically, on-the-fly – so that they do not appear to be a cold, “robot reply”.  It’s little touches like that make a big difference when it comes to effective follow-up.

Automated follow-ups by email or text
Built-in softphone

Built-in softphone

Law Ruler is the only law firm CRM with a built-in ‘softphone’ dialer.

Yes, all you need to do is “click-to-call” right from within Law Ruler.  How much time does this save?  A lot!

Plus, Law Ruler automatically prioritizes the leads who are most likely to convert – and the clients who most need a quick callback.  Here again, Law Ruler maximizes the efficiency of your time spent on the phone – which, as we all know, can eat up a lot of time during the day.

Interested in increasing your lead conversion rates? Here’s an advanced feature that can make a big difference with leads especially.  It’s called “Local Presence Dialing”, and it makes your outbound calls can match the area code of the prospect you’re calling. This is a proven – and practical – way to increase  conversations because more leads will actually answer your phone call and you’ll leave far fewer voicemails.

Text & video messaging

Meet your clients where they are—on their phones.

Law Ruler’s CRM capabilities include text & video messaging that allow even small firms to send personalized, automated texts & video messages from a call-back number your recipients can actually respond to.

You can even text prospects one-click e-signature requests to get relevant documents signed as quickly as possible.

Law Ruler is the only CRM in the legal field that gives you state-of-the-art messaging options like these.  And set up is easy, with and intuitve interface and little learning curve.

Text & video messaging
Dashboard analytics

Dashboard analytics

Law Ruler’s dashboard is both extremely powerful and easy-to-use. 

As soon as you log-in, you’ll know the status of your client management and business development efforts at-a-glance. Law Ruler’s advanced reporting capabilities give law firms instant, customizable insights into:

  • Attorney & staff productivity
  • Case management metrics
  • New client acquisition
  • Marketing ROI

Task management for marketing initiatives

Law firms run on a never-ending string of deadlines. Make sure you’re staying on top of yours!

Law Ruler includes task management tools that help your legal practice manage campaign deadlines & track prospect relationships.

  • Streamline workflows to avoid productivity-killing bottlenecks
  • Set automated reminders for your team

Here again, you’ll get the big picture on your Dashboard – and with a single click, you’ll access in-depth, easy-to-read reports on client intake, marketing campaigns & more.

Task management for marketing initiatives
Industry-leading software support

Industry-leading software support

It’s our job to give you the best available tools that help your firm meet &  exceed your goals for growth. That’s why Law Ruler’s legal CRM solution is backed by industry-leading software support. Our experienced team is always ready to help you:

  • Integrate with your website
  • Migrate from your previous software
  • Customize Law Ruler’s automation tools to fit your firm’s workflows

We also offer comprehensive training to make sure your team feels comfortable & confident with all of Law Ruler’s advanced CRM features — and that they are put to use to the best advantage for your firm.

Integrate tools to streamline your workflow

Law Ruler integrates with top legal vendor tools & software to streamline your operations & maximize your productivity.  We also integrate with Google Apps and MS Office, of course. Take a look at the list below to see a few more … Don’t see an integration you’d like? Ask us! Contact Law Ruler’s responsive customer support with any questions or requests.

Integrate tools to streamline your workflow
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Get Started Today

Learn how Law Ruler’s CRM software can help your firm streamline workflows, build better client relationships, increase lead conversions, and grow your revenue.

Schedule a personalized, one-on-one tour today and see what makes Law ruler the best law firm CRM for practices of all sizes.

Frequently Asked Questions


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What is CRM Software?

CRM stands for client relationship management or customer relationship management. As the name suggests, the best law firm CRM tools will drive your firm’s growth by fostering better relationships with leads, new clients, and existing clients.

Client relationships are the center of your practice, and a law firm CRM solution is one of the most crucial tools at your law firm’s disposal. It functions as a centralized database that tracks information about clients & prospects, making mundane yet significant administrative tasks much easier to handle, including:

  • Client intake
  • Client communications
  • Contact management
  • Document management
  • Lead management & tracking
  • Scheduling & follow-up
  • Revenue tracking

There are many CRMs on the market, but few that cater specifically to your needs as a legal practice. Law Ruler’s contact management, client intake, and digital marketing automation tools are all fine-tuned to serve the unique needs of law firms better than any other CRM available.

Why do I need a CRM solution?

Let’s face it: Rolodexes and spreadsheets aren’t enough anymore. Law firms are busy, and so are clients. Lawyers need a comprehensive solution that will help do the heavy lifting of growing a small law firm and also handle building relationships with clients at larger firms.

When implemented well, law firm CRMs help you nurture your client relationships while reducing the amount of administrative work that goes into relationship management.

The best law firm CRM software gives you the ability to:

  • Manage clients as they move through your sales pipeline
  • Provide an efficient & personalized onboarding experience
  • Facilitate client matters & build positive client relationships with automated marketing, client follow-up, and even document generation & management

In addition, Law Ruler’s customizeable CRM system includes robust marketing automation & analytics tools to help your firm bring in more qualified leads, better assess your client intake workflows, and evalutate your marketing spend.

At every step, Law Ruler helps you position your law firm for growth.

Who’s going to be using the CRM tool at my law practice?

Your CRM software can potentially be used by almost any team member, from attorneys to administrative staff to marketing & finance departments. That’s because a CRM system performs many valuable functions for your firm—and each of those functions is designed to help team members do their jobs more efficiently & effectively.

Paralegals: A law firm CRM helps paralegals schedule appointments, manage documents, and send files for e-signatures more efficiently & with less hassle.

Attorneys: Your firm’s attorneys can use your CRM to track the status of prospects throughout the sales pipeline, build client intake forms with custom fields that identify more promising, qualified leads, and assign tasks to other attorneys & sales team staff members.

Marketing: Whether you handle marketing in-house or work with a marketing firm, you’ll want to make sure that all of your marketing efforts are hitting the mark. The reporting & analytics tools included in your CRM can help you identify target prospect audiences & practice areas — and understand your marketing ROI for each. Digital marketing automation tools allow increased touches with prospective clients through automated drip email campaigns to nurture your leads effectively.

Partners and firm owners: Run “business intelligence“ reports to gather revenue insights & make data-driven decisions about growing your firm profitably.

What are the most important features to look for in a CRM?

CRM platforms come with a lot of features, but which ones are going to change the way your law practice does business? And which ones are going to be a waste of time?

The first thing you need to consider is how user-friendly the platform is. Is the interface & user experience intuitive? Can you accomplish your tasks within one to two clicks? A CRM software that promises advanced features won’t do your firm any good if all the features are buried beneath complicated workflows or require a steep learning curve.

The best law firm CRMs can also be customized to your law practice, your practice areas, your clients, and what your attorneys need to be successful. This varies from firm to firm but can include things like tailoring intake forms to practice areas, automated response messages & timelines, drip campaigns for your digital marketing, and many other things.

Why is using a legal-specific CRM important?

When choosing a CRM for your law firm, you have two general options: A generic, industry-agnostic CRM or an industry-specific CRM (in this case, a legal-specific one).

While some law firms may attempt to use an industry-agnostic CRM, these generic CRM tools aren’t designed to meet the needs of the unique workflows & demands of the legal industry. A legal-specific CRM will deliver better & faster results for your firm – with much less effort on your part.

Legal CRMS tools are built to support the specific operations & procedures involved in providing legal services, so you won’t need to struggle to adapt to a generic CRM’s simpler capabilities. For example, a legal-specific CRM will provide access to online intake forms & processes that make it quick & easy to ask all the questions to which lawyers need answers.

Law firms also have other legal-specific software as part of their office tech. Whether it’s time-tracking software, file-sharing platforms, case management software, or record and document management tools, a legal CRM can integrate with them without a third-party service.

Last, but definitely not least, law firms operate under strict compliance regulations, making it critical for any law practice marketing & communications to adhere to industry guidelines.  Law Ruler makes it easy for you to stay compliant with all of those regulations.

How will a legal CRM impact my client intake?

A client intake process that runs smoothly benefits your entire law firm, from retaining more qualified leads to reducing training time & workloads for your intake team.

Using a legal-specific CRM software to support the process gives you a smoother intake workflow that keeps prospects engaged & your staff productive.

One of the top client intake software features that Law Ruler provides is that of “intelligent intake” custom forms.

Unlike generic intake forms, which require potential clients to fill out dozens of fields (that may not even be necessary), Law Ruler’s intelligent intake forms are customizable & logic-based. Law Ruler intake forms smoothly guide prospective clients through the process based on previous responses on the current form or other forms in the CRM.

Our intelligent intake forms can also be structured to qualify/disqualify new leads automatically, saving your intake team time & allowing less experienced team members to handle client intake—and because Law Ruler intelligent intake forms are fully optimized for all devices & platforms, they can be accessed & completed from anywhere on your mobile phone or tablet.

Document automation also supports law firms throughout the intake process. Manual data entry is a major drain on your intake team’s time. Our law firm CRM includes robust automation tools to help you generate custom intake forms more quickly.

Law Ruler’s document management capabilities also allow users to populate the fields in common forms with information from other completed contact & intake forms already in the system. This feature not only saves time, but also eliminates the risk of errors from manual data entry.

Time is of the essence during intake, and any step that slows down a client from signing can derail everything. This makes Law Ruler’s one-click e-signature feature invaluable, saving you & your law firm the time & hassle of chasing down signatures by making the process as “frictionless” as possible.

Law Ruler is also the only law firm CRM that lets you send e-signatures by text, reducing the chances of signature requests getting lost in your prospects’ inboxes.

How can I use automated marketing tools at my law firm?

Marketing is critical for law firms, but it’s also a task that can take up a lot of time – time that smaller firms don’t have. Unless your law firm has dedicated marketing professionals on staff, it can be hard to marshal the hours to do more than the bare minimum marketing.

With automated marketing tools as part of your CRM, small law firms can save significant time & significantly increase the impact of their marketing.

Law Ruler’s legal CRM supports automated email marketing “drip campaigns”, which keep potential clients engaged & your legal practice top-of-mind. Law firms can also send automated text-message marketing campaigns & pre-recorded voice calls from a user-friendly call-back number your leads & clients can actually respond to.

Worried that automated marketing campaigns might come across as impersonal (especially from smaller firms)? Law Ruler’s email marketing tools make it easy to automatically personalize your messages with information from your law firm’s contact & client intake forms.  With Law Ruler, “automated” does NOT mean “impersonal”.

What kind of reports can I run from Law Ruler’s legal CRM?

When law firms can access—and implement—insightful, actionable data, it helps them make better business decisions.

Law Ruler allows legal practices to run a wide range of reports through its legal CRM. With reports & analytics, you can:

  • Track new leads throughout the sales process
  • Track fees, balances, and other financial information
  • Analyze client behavior, topics of interest, or potential services
  • Analyze profitability, workflow, productivity, or bottlenecks
  • & more

Running reports can be challenging in other CRMs. Law Ruler makes it simple with a customizable law firm analytics dashboard with a user-friendly interface that gives a real-time view of important KPIs.

Reports can also be automated to run on your preferred schedule to support reliable, custom reporting.

What makes Law Ruler the best law firm CRM software?

Law Ruler’s CRM provides robust functionalities to help firms — of all sizes & across different practice areas – grow their businesses. Our software is designed to help smaller firms compete effectively against larger practices—but it’s also flexible and powerful enough to easily serve the needs of larger firms.

In addition to industry-leading software support & training, we offer a number of unique tools & functionalities that set us apart from other law firm CRMs.

Only Law Ruler includes a built-in softphone dialer that automatically prioritizes the most pressing calls & allows you to dial in with one click from within the software itself. We also offer support for two-way texting & video calling, to help you keep lines of communication streamlined — and open — at all times.

In addition, Law Ruler is the only law firm CRM that lets you send one-click e-signatures by text—which means less wasted time hunting down signatures for important documents.

What software integrations does Law Ruler offer?

You probably already use a number of software tools during your law firm’s daily operations—and a good CRM should make the use of these tools easier, not harder. One of the most important considerations in choosing the best law firm CRM is what integrations are offered with other software tools, including:

  • Your practice management software
  • Document software like Office 365
  • Your email

Law Ruler offers robust integrations with several industry-leading law practice management systems, allowing you to automatically import client data from contact & intake forms into your case management systems. This allows your firm to transition seamlessly from onboarding a new client to managing their case—while also reducing administrative time spent copying data & eliminating the risk of errors that come from multiple manual entry.

Our legal CRM also integrates seamlessly with Office 365 and your attorneys’ Gmail accounts, allowing you to generate, populate, and send documents and client communications with ease.

These are only a few of the many powerful integrations Law Ruler offers. If you’re wondering whether our CRM will integrate with your other legal software tools, please get in touch with Law Ruler support—we’ll be happy to answer your questions.

How does Law Ruler support my law firm when using Law Ruler’s legal CRM?

Our experienced support team guides each client through the implementation process. We’ll help you integrate with your website, migrate from your previous software, and customize Law Ruler’s automation tools to fit your firm’s workflows.

We also provide your team with comprehensive training to make sure you feel fully comfortable with the software before getting started.