Our Legal CRM Features
Law Ruler helps law firms grow, solidify client relationships, and simplify intake through a number of legal CRM features:
Prioritize calls to those who are most likely to convert and save time calling leads directly from your CRM.
Law Ruler’s click-to-call dialer not only saves time in automating the dialing process, but you’ll have a complete audit trail on call activity as well as call recordings (where permitted) to improve your intake process and convert more leads.
Optimize Your Client Intake Pipeline
Create customized client intake forms, automate data entry, and keep track of each client’s status.
Know the exact stage each contact is in for converting leads into clients.
Track client relationships, marketing sources, manage deadlines, and more with Law Ruler’s workflow and task management features.
Access easy to read progress reports on all your tasks to better understand where to focus your efforts.
Text & Video Messaging
Send and receive text messages with images and video. Automate follow-up using the preferred method of communication for your leads.
Create a frictionless experience for your leads, contacts, and clients by meeting them where they’re at on the platform they prefer.
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Frequently Asked Questions
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How do you automate communication with clients and prospects?
Using a tool like Law Ruler means combining online forms, text messaging, marketing tools, and a click-to-call autodialer. These rich features along with the basic CRM tools for contact management provide opportunities for powerful automation that will increase efficiency and ultimately lead to more leads and conversions to clients.
Do CRMs sync with Outlook and Gmail email and calendar?
Yes. Any quality CRM, like Law Ruler, should sync with the major email and calendar products. Law Ruler’s CRM features a two-way sync and client email replies from Outlook or Gmail are automatically recorded and saved.
What is a softphone?
A software-driven phone service using an internet connection to make calls without an actual phone. Law Ruler features a click-to-call feature that not only provides an audit trail of all call activity but creates a much more efficient and easy way to communicate with your leads, prospects, and clients.
How does tagging work in CRMs?
CRMs like Law Ruler allows for tagging of contacts with multiple tags helping to identify different properties about a user, such as services/products purchased, or lead source. Once contacts are tagged, you can search and populate contacts with a specific tag. This is a highly efficient way to segment your leads and prospects.
What is a Legal CRM and Why Do I Need One?
CRM stands for client relationship management and is one of the most crucial tools at a 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:
Scheduling & follow-up
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.
Law Ruler has been instrumental in capturing ALL Leads and helping us drill down on which marketing efforts REALLY work!