How to Customize Automations to Increase Conversion and Client Satisfaction

Turn more leads into clients and increase client satisfaction with marketing automations

Automation is a powerful way to reach the right people with the right message at the right time, but it can be difficult to know how to get the most out of automation tools.

A successful law firm depends on getting new leads and converting them into clients

In Law Ruler’s How to Customize Automations to Increase Conversions and Client Satisfaction, you’ll learn how to create automations to help you serve the clients you want to bring in—and the clients you already have—without losing valuable billable hours.

Learning Objectives:

Build a better client intake process so you can identify the clients and cases that are right for your firm
Implement automated text message follow-ups to connect with prospects faster
Stay top-of-mind using email drip campaigns with new and existing clients




Matthew DeFrain, Account Manager

Since joining Law Ruler, Matthew has helped hundreds of firms grow their practice, increase productivity, and simplify how they integrate with leading technology. His knowledge in law and cloud-based software has given him the industry experience that continually helps law firms succeed! Now his mission is helping law firms across the country, and from every practice area, learn how to use simple software to track, grow, and maintain relationships to grow their business.

Learn more about Law Ruler


Legal CRM

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.

Get Organized →

Marketing Automation

Never miss a lead again with personalized automated texts and emails.

Capture Leads →

Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

Save Time →

Dashboard Analytics

Create custom reports that highlight your most important KPIs and your best marketing sources.

Get Insight 


Streamline how your firm works with dozens of integrations with leading legal vendors.

Streamline Now →