Get the latest updates on the progress of each intake or case immediately. And, know which cases need the most attention. As a result, your team knows where to focus the least effort for the greatest benefit.
Create templates to streamline your processes and apply different workflows. And, design each workflow for specific teams or practice areas. As a result, you will gain better collaboration and business continuity.
Easily track the status in a workflow. Because, you need to see what’s complete, pending or past due. As a result, no more guessing where each case is at!
View all the activities including tasks, appointments, emails, intake forms and signature requests.
Monitor and Control the Status of Every Process and Keep Your Staff Focused
How do I know what tasks need to be performed in each case? It is critical for the reputation of your firm to make sure that every case is properly handled. You need everything to go off without a hitch in the modern world of online reviews. You cannot afford to have the ball dropped on any single case. The more cases that a firm has, the tougher it is. And, as firms grow, the task of workflow management can become monumental. You can do it all efficiently and flawlessly by implementing Law Ruler’s workflow management features. Because, we make it fun and easy for your team to collaborate, focus on what’s important, and get more work done.
How do I use Law Ruler workflow management? First, decide which milestones are important for each practice area. And, then you decide which tasks need to be created at any given time and when they are due. Finally, you choose which staff members the tasks need to be assigned to. In the end, once you like what you built in one practice area, you can easily clone it to another practice area and then tweak it to perfection. Thus, you turn it on, and watch your staff achieve victory!
How do I know which cases had the ball dropped? First, you implement Law Ruler workflow management. Then, you run a Progress Report to show you which cases got lost in the mix, if any. Now, you have transparency into your case management processes. Because the Progress Report will show you exactly which cases need attention at a glance. And, you will keep your staff moving forward on EVERY case with Law Ruler workflow management. Thus, start winning today and make your entire legal case management process transparent with Law Ruler.
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Combine Law Ruler's legal CRM software with most popular legal case management software to have a competitive advantage. Use our data-driven approach with interactive dashboards, SMS text messaging, e-sign, marketing automation and a softphone dialer to elevate your firm!Get Started