How to Speed Up Your Law Firm's Intake

Efficient client intake is the cornerstone of a successful law firm, but spreadsheets, manual processes and disjointed systems can slow you down. Join our in-depth webinar and discover actionable strategies to streamline your intake process. Learn how to optimize lead qualification, automate repetitive tasks, and improve client onboarding—saving valuable time while increasing client satisfaction.

Learning Objectives:

If you’re looking to rev up your client onboarding process and take on more clients, this webinar is for you!

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.