Disability & SSDI Law Firm Rapidly Expands to Serve 20,000+ Clients with Law Ruler
“We rapidly expanded from handling a few thousand SSD clients nationwide to 20,000+ clients. Without a solution like Law Ruler that allows us to have our hands off and reminds us of the task, there’s no way we could do it.”
Tabak Law provides award-winning legal representation for national clients in Social Security, veteran disability, and workers’ compensation cases, but the firm was previously using a patchwork CRM and client intake system with multiple platforms to get the functionality they needed to serve their clients.This approach was time-consuming, limited growth potential, and created inefficiencies in their lead management and client intake processes.
After years of manually linking together what Tabak Law partner and attorney Alex E. Eichhorn called a “Frankenstein CRM,” the firm sought a more comprehensive solution like Law Ruler.
This disconnection led to a nightmare scenario unfolding for Tabak Law when an intake coordinator’s mistake cost the firm tens of thousands in lost leads—convincing the team it was time to seek out a better solution for lead management and intake.
Minimized Costs with an Integrated CRM & Intake Solution
In the search for an integrated solution, Tabak Law first considered the Litify CRM. But after discovering major issues with costs, integrations, and functionality, they chose Law Ruler’s comprehensive platform to bundle their CRM and client intake software at a fraction of the cost.
“My partner, Lauren, and I spearheaded the decision to transition our CRM. We flew out to New York, looked at Litify, and spent three days looking at their systems. The integration costs were about 10X of Law Ruler. There were not many pros, if any, to going the Salesforce route rather than Law Ruler.”
The firm discovered other platforms would also require them to employ a costly Salesforce engineer to manage multiple integrations and get the functionality they sought, while Law Ruler provides an all-in-one solution with fully-managed systems.
Helped the Firm Grow to 20,000+Clients Nationwide
Eichhorn credits Law Ruler for the efficient, scalable operations that have created a framework to support the rapid, nationwide growth they’re now experiencing.
“We rapidly expanded from handling a few thousand SSD clients nationwide to 20,000+ clients. Without a solution like Law Ruler that allows us to have our hands off and reminds us of the task, there’s no way we could do it.”
With nearly 600,000 leads being processed through their system today, Law Ruler’s CRM and intake solutions are cornerstones in the firm’s ability to scale and grow nationwide.
Increased Intake & Lead Management Efficiency
With Law Ruler, the firm has significantly increased the efficiency of their client intake and lead management processes. Automated texts, phone calls, and email followups have been key factors in streamlining operations for Tabak Law.
“It’s nice to believe if you put a sticky note on your desk to call this client in three weeks, that you’re going to do it. But you’ve got 700 sticky notes on your desk and not one of them gets managed. With Law Ruler, you set a task and it can go to the entire team. Things don’t fall through the cracks.”
The firm’s previous solutions were time-consuming and inefficient—both reasons why they sought out an integrated platform like Law Ruler to streamline their processes and service more clients.
“You would have to take leads from our CRM, export as a CSV file, and import them into Phone Burner. From there, you’d have to select the call pattern and manually leave voicemails. Emails and texts were not integrated. It was very ineffective.”
Drove 40% Increase in Qualified Lead Responses
Law Ruler’s lead management solutions have helped Tabak Law generate more qualified leads across the nation while increasing the firm’s lead response rate by an estimated 40%.
“We have automations set when a certain status is triggered. It used to be a nightmare—get the person on the phone, mail them something, and get it back in the mail 55% of the time. Now, we get about 95% of our reconsiderations back. That saves us thousands of hours a year.”
With the help of Law Ruler’s automated follow-up texts, calls, and emails, the firm is growing by connecting with more qualified leads and signing more clients than ever.
“The automated follow-up has to be [the most impactful thing] about using Law Ruler. The rate of clients we sign is dramatically higher.”