Legal CRM

Client relationship management software designed just for law firms

Grow your revenue and keep your clients engaged with an intuitive legal-specific CRM
Legal CRM Software

Law firm growth starts with better relationships

But most law firm software isn’t designed with lead or client interactions in mind—and generic relationship management tools aren’t built for the way law firms work.

Law Ruler’s powerful CRM transforms the way law practices manage relationships with leads and clients. The result is stronger client relationships, new opportunities for growth, and 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 build stronger relationships with existing clients—all while reducing time-consuming administrative and follow-up tasks (and freeing up billable hours).

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

Don’t let missed phone calls and emails keep you from connecting with potential clients.

Law firms that use automated follow-ups can reach new leads quickly and easily via email or text, so they’re less likely to move on with another practice.

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

Built-in softphone

Law Ruler is the only legal CRM with a built-in softphone dialer.

Our click-to-call softphone allows you to automatically prioritize the leads who are most likely to sign and save time by making calls directly from your CRM.

Text & video messaging

Meet your clients where they are—on their phones.

Law Ruler’s CRM features text and video messaging that allows law firms to send personalized, automated texts and video messages from a number they can actually respond to. You can even text potential clients one-click e-signatures to get crucial documents signed as quickly as possible.

Text & video messaging
Dashboard analytics

Dashboard analytics

Know the status of your client management and business development efforts at a glance. Law Ruler’s reporting capabilities give law firms instant, customizable insight into:

  • Attorney and staff productivity
  • Case metrics
  • New client sign ups
  • Marketing ROI

Task management for marketing initiatives

Law firms run on deadlines. Make sure you’re staying on top of yours.

Law Ruler includes task management features to help your legal practice manage campaign deadlines and track prospect and client relationships.

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

Easily access in-depth, easy-to-read reports on client intake and marketing efforts

Task management for marketing initiatives
Industry-leading software support

Industry-leading software support

We’re only happy when your firm is seeing growth. That’s why our legal software solutions are backed by industry-leading software support. Our experienced team can help you:

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

We also offer comprehensive training to make sure your team feels comfortable and confident using our CRM features.

Integrate tools to streamline your workflow

Law Ruler integrates with top legal vendor tools and software to streamline your operations and maximize your productivity. Don’t see an integration you’d like? Ask us! Contact Law Ruler’s responsive customer support with any requests.

Integrate tools to streamline your workflow

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

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

There are many general-purpose CRMs on the market, but few are catered specifically to your needs as a legal practice. Law Ruler’s CRM, client intake, and marketing automation tools are all fine-tuned to serve the unique needs of law firms.

Why do I need a CRM for my law firm?

Let’s face it: Rolodexes and spreadsheets aren’t enough anymore. Law firms are busy, and so are clients. Lawyers need software solutions that will help do the heavy lifting of growing a law firm while still building personal relationships with clients.

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

A law firm CRM software gives you the ability to:

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

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

At every step, we can help you position your law firm for growth.

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

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

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

Attorneys: Your firm’s attorneys can use a CRM to track the status of clients throughout the sales pipeline, build client intake forms that identify qualified leads, and assign tasks to other attorneys and 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 and analytics tools included in a CRM can help you identify target audiences and practice areas and understand your marketing ROI. Marketing automation tools allow you to nurture leads and increase touches with clients through automated drip campaigns.

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

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 firm 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 and user experience intuitive? Can you accomplish your tasks within one to two clicks? A CRM software that promises rich features won’t do your firm any good if the features are buried underneath multiple click-throughs.

The best law firm CRMs can also be customized to your law firm, its practice areas, its clients, and what your attorneys need to be successful. This varies from firm to firm but can include tailoring intake forms to practice areas, automated response messages and timelines, drip campaigns for your 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: An industry-agnostic CRM or an industry-specific CRM (in this case, a legal-specific one).

While it’s possible for your law firm to use an industry-agnostic CRM, these software aren’t designed to suit the unique workflows and demands of the legal industry. A legal-specific CRM will deliver better results for your firm, and faster.

A legal CRM is built to support the specific operations and workflows involved in providing legal services, so you won’t need to struggle to fit an industry-agnostic CRM’s generic workflows and tasks. For example, a legal-specific CRM will provide access to client intake forms and processes that make it quick and easy to ask the questions that lawyers need answered.

Law firms also have other legal-specific software as part of their tech stacks. 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 legal marketing and communications to adhere to industry guidelines.

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 and workloads for your intake team.

While intake can be done without a legal CRM, using a legal-specific CRM software to support the process is one step toward a smoother intake workflow that keeps potential clients engaged and your staff productive.

One of the top intake features that Law Ruler provides is intelligent intake forms.

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

Our intelligent intake forms can also be structured to qualify and disqualify new leads automatically, saving your intake team time and allowing less experienced team members to handle client intake—and because they’re fully optimized for all devices and platforms, they can be accessed from anywhere.

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 document automation tools to help you generate intake forms more quickly.

Law Ruler’s document automation capabilities also allow users to populate the fields in common forms with information from contact and intake forms. 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 and your law firm the time and hassle of hunting 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 leads’ inboxes.

How can I use marketing automation 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. 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 marketing automation as part of your legal CRM, law firms can save significant time and increase the impact of their marketing efforts.

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

Worried that automated marketing campaigns might come across as impersonal? Law Ruler’s marketing automation tools can automatically personalize your messages with information from your law firm’s contact and client intake forms.

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

When law firms can access—and implement—usable 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 and 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
  • And more

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

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

What makes Law Ruler the best law firm CRM software?

Law Ruler’s CRM provides robust functionalities to help firms of all sizes and across different practice areas grow. Our software is designed to help small firms compete 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 and training, we offer a number of unique tools and 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 and allows you to dial in with one click from within the software itself. We also offer support for two-way texting and 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-signs by text—which means less wasted time tracking 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 a 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 and 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 and eliminating the risk of errors from manual data 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, 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 our 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.