How to Build Client Intake Forms that Save You Time

Lawyers, it’s time to reclaim your time. Ever find yourself spending endless hours on manual data entry at your law firm? It's like dealing with a sluggish internet connection when you have urgent work to do – incredibly annoying and a huge timewaster. We get it, and we've been there too. That's why we're excited to show you how to tackle this data entry headache once and for all.

Learning Objectives:

We'll share practical tips and strategies to streamline your data entry processes, allowing you to focus on what truly matters – serving your clients and improving your practice. No more feeling tied down by mundane tasks.

Watch the webinar right now if you're ready to say goodbye to manual client intake.

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.

Legal CRM

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

Marketing Automation

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

Client Intake

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

Dashboard Analytics

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

Integrations

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