The Lawyer's Blueprint to Successful Client Intake

Are manual tasks and workflows clogging your intake and frustrating your clients?

You want to build the strongest possible foundation for leads, prospects, and clients. But if you’re still relying on high-touch or time-consuming manual processes, you could create cracks in that foundation.

Gain client trust and satisfaction with a client intake process based on best practices and powerful tools, not memory and repetitive manual tasks.

We’ll cover:

Watch now to revamp your client intake and lead management with these best practices from Law Ruler.

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.