
Law Ruler
by ProfitSolv
Features of Law Ruler include:
Client Intake
Automate Redundancy: Law Ruler automates repetitive data entry tasks, reducing manual input and minimizing errors during the client intake process.
Custom Intake Form Builder: The platform offers customizable, logic-based online forms that adapt based on user responses, allowing firms to collect pertinent client information efficiently.
One Click E-Signature: Law Ruler enables clients to sign documents electronically via email or text, streamlining the process of obtaining necessary signatures.
Document Automation: The system can automatically generate documents using predefined templates populated with client data, facilitating faster document preparation.
Marketing Automation
Email Drip Campaigns: Law Ruler allows firms to set up automated email sequences to nurture leads and maintain client engagement over time.
SMS Text Message Campaigns: The platform supports automated text messaging for various purposes, including appointment reminders and follow-ups, enhancing client communication.
Voice Calling Campaigns: Law Ruler can send pre-recorded voice messages with built-in call tracking, aiding in outreach and follow-up efforts.
Automated Workflows: The software enables the creation of automated workflows that manage leads through the pipeline, assign tasks, and trigger communications based on specific actions or statuses.
Legal CRM
Automated Follow-Ups: Law Ruler automates follow-up communications with leads and clients, ensuring timely engagement without manual intervention.
Built-In Softphone: The platform includes a softphone feature that allows users to make calls directly from the CRM, with functionalities like click-to-call and call recording.
Text & Video Messaging: Law Ruler supports sending personalized text and video messages to clients, facilitating diverse communication methods within the CRM.
Dashboard Analytics: The CRM provides dashboards that offer insights into various metrics, such as attorney productivity, case metrics, and client sign-ups, aiding in performance monitoring.
Dashboard Analytics
Intake & Marketing Dashboards: Law Ruler features dashboards that track client intake and marketing efforts, providing real-time data to inform strategic decisions.
Law Firm Analytics: The platform offers customizable reporting tools that allow firms to analyze key performance indicators (KPIs) and optimize operations accordingly.
Milestone & Progress Reporting: Law Ruler enables tracking of case milestones and progress, assisting firms in monitoring productivity and case development stages.
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