At Law Ruler, we offer attorney intake software and legal CRM solutions that will streamline your efforts and improve your customer service. Below is detailed information about how these systems will help you secure new clients and maintain relationships with them through better administrative processes.

Legal CRM Solutions

CRM solutions exist in most industries, but for law firms, the goal of CRM is to build better lead and client relationships. With the right system, you receive the tools to bring in new clients through effective intake practices and then dig into those relationships to make them stronger. Traditionally, client management takes a tremendous amount of time and effort for law firms, but CRM systems streamline these tasks.

Not only that but maintaining client databases and updates while also tracking communication opens the door to a significant amount of human error. Doing these by hand also lowers the productivity rates of your staff, and you have less time to do more profitable tasks. Following up with leads and responding to clients needs to happen, but CRM for attorneys makes it easier to do so with less error and more efficiency.

Once you have clients on board, you must maintain a positive relationship, but that takes time. Adding more to your plate through marketing and expansion and the resulting intake forms can make it hard to grow. You need systems in place to take clients from intake to the client relationship funnel. CRM systems for law firms make it easier to maintain consistent communications

Keep in mind that not all CRMs are the same. You need to find one specific to law firms with the features your firm needs for success. Check out our guide outlining the key features law firms need in a legal CRM.

The benefits of legal CRM  

The best legal CRM solutions fit law firms of all sizes and provide multiple benefits for client intake and relationship building. You may find the following benefits are the most helpful to you: 

• Streamlined Intake Forms: Quickly add new leads to your marketing funnel and ensure all of their information is where it needs to be with attorney intake software. Customize the forms you need with the exact data your firm requires, then collect eSignatures with ease. 

• Organized Contact Lists: Keep your contacts organized and accessible with centralized contact lists. Sync email and phone contacts, easily categorize leads, and send group messages with the click of a button. 

• Automatic Entry of Client Data: The minute a lead contacts your firm, you automatically enter their data so they become part of your database, and you can follow their client journey. 

• Reduced Human Error: Automated systems reduce the chance of human error, such as mistyped email addresses or phone numbers, which ensures your message gets to the target client. 

• Enhanced Client Satisfaction: When you can find and track your clients more easily, you are able to meet their needs better, which creates a better experience. 

• Law Firm Automation: Save time and effort by putting many of your administrative tasks on auto-pilot. Collect and organize documents, automate workflows, and use the built-in softphone dialer to operate more efficiently. 

• Law Firm Marketing Analytics: Advanced legal CRM systems will include marketing analytics so you can see which campaigns are working, and which need to be tweaked. 

• AI Assistance: From email to marketing texts, modern CRM for law firms harnesses the power of AI to improve your efforts. 

Innovative legal CRM solutions designed for your firm 

Your firm needs legal CRM solutions to improve your workflows and overall efforts. Law Ruler offers a robust tool with the exact tools you need for success. With our innovative CRM platform, you can enjoy: 

Leverage ChatGPT and other generative AI 

Make AI work for you with secure, generative ChatGPT integration and AI Email Assistant programming from Law Ruler. Through our secure ChatGPT integration, you can more quickly: 

• Draft emails 

• Summarize legal documents 

• Find new content idea
  

Because our connection is fully secure, you can enjoy all of the benefits of ChatGPT without the risk of the machine learning software accessing your sensitive client data. 

With our Email Assist AI program, you can spend less time reading, sorting, and responding to email and more time working with your clients directly. Automatically send eSignature requests, documents, reminders, and more while spending more time with your email. 

Automate text and video messaging 

SMS messaging is quickly turning into a valuable tool to keep your law firm at the forefront of your clients’ minds, and video messaging adds another layer of personalization to messaging. Yet spending time sending these regularly detracts from your other legal work. Law Ruler offers automated tools for both text and video messaging so you can quickly connect with potential and current clients. 

Client pipeline management 

With Law Ruler, you can monitor and maintain the health of your client pipeline. Quickly find top-performing marketing sources to increase funding, customize and automate reports, and monitor case metrics all from the platform. Using real-time data, make informed decisions about your client relationships. 

Intake made simple 

With Law Ruler’s intuitive intake systems, you can quickly bring in new clients and start them on your workflow. Create custom intake forms with the exact questions you need and automate document and signature collection processes. You will eliminate both redundancy and errors with these streamlined, automated intake systems built into our legal CRM solutions. Add a client intake dashboard that lets you see what is happening with your clients at a glance to further streamline your work. 

Legal reporting and insights that make sense 

Because Law Ruler is designed specifically for law firms, our marketing and intake analytics give you exactly what you need to take the next step with a client. Our custom report builder lets you build a report in seconds, or schedule recurring reports to keep yourself in the loop about your marketing efforts. In addition, you have a dashboard that provides much of this data at a glance, without the need to generate a report. The data is succinct, visual, and easy to digest, so you can quickly monitor your firm’s KPIs using real-time data to inform your decision making. 

Your firm is ready for legal CRM 

Reflect on the current state of your law firm’s client management system, and then consider the following questions: 

• Are you interested in growing your law firm? 

• Are you finding holes or inadequacies in your marketing funnels? 

• Have you added substantially more clients recently? 

• Do you spend too much time managing your law firm client and lead communications? 

• Do you want to know what is working in your current marketing plan and what needs improvement?
  

If you answered “yes” to any of these questions, your practice needs Legal CRM solutions. Law Ruler is industry-specific, offers customized, AI-empowered tools, and provides clear direction as you work to grow your firm in the future.

The best way to see how attorney intake software and legal CRM solutions from Law Ruler can help your firm is to see the software in action. Schedule a free demo to learn about the difference Law Ruler can make in your firm’s growth.