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Legal Practice Management & Intake Software - Powered by AI
Recommended
Russell W.
Verified reviewer
Used daily for 6-12 months
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Streamlined approach to new intakes, fast client interviews and on the spot contract delivery. Call recording and Complete marketing source tracking. At a glace status on client contracts in process and who the process owner is which equates to full team accountability. Technical support is fast and knowledgeable, we have not had a technical question or issue that has not been immediately answered or resolved.
User interface is evolving and becoming more fluid and screen friendly. The upcoming version release looks to have refined the user interface, sleeker and better than before.
Thanks so much for the kind words Russell!
Samantha S.
Law Practice, 11-50 employees
Used daily for 1-2 years
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The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be. I love this program and would recommend it to everyone that's interested in making a switch. The team at Law Ruler truly cares that you are happy and comfortable and making the switch was much easier than I had initially thought it would be.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips. We had been using a Lexus/Nesus system that was out dated and antiquated and we picked up Law Ruler as if we had been using it for years. Everyday the programmers are coming up with new ideas that boost our Client satisfaction and our productivity.
There is not much I miss from our old Database software but we had an option to set a monitor that would alert every internal user of an issue. If Law Ruler implemented the same it would be most helpful.
Thank you Samantha! We enjoy working with your firm and it is our pleasure to provide your firm with world-class support!
Sandra L.
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We were looking for a reliable Intake Management system that would organize our potential cases and conversations for us. We got a Law Ruler Demo and signed up. It has helped us built a better practice. Our business has become more efficient. Data and files are never lost and we can access them anytime. It has improved our productivity. Highly recommendable!
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Adam S.
Law Practice, 1-10 employees
Used daily for 6-12 months
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Revolutionary. That's really all that needs to be said. We are scaling our business and there is no greater engine to do this with than Law Ruler. I have been using Law Ruler since January and everything has been trending upwards. Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then. I can't recommend it enough, especially...
The first step of acquiring a new client is a lead and no software has better automated lead capture than Law Ruler. It can integrate with any of your referral sources (i.e. website contact forms, paid leads companies, live chat, etc.) and provides automated contact within seconds. It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The...
Other than a bug and glitch here and there, I've been blown away by the software.
Thank you, Adam. We appreciate that you shared your Law Ruler experience!
Carlina M.
Law Practice, 1-10 employees
Used daily for less than 6 months
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5-Stars! I've been through a massive transition from a CRM to an ERP. It was a miserable experience. With Law Ruler, my experience has been the complete opposite! Having a direct support contact (ours is [SENSITIVE CONTENT HIDDEN]) makes the transition from Clio to Law Ruler a successful one. Plus he is a great teacher and communicator!
We love how Law Ruler is BOTH an intake and case management software. Everything under one roof! Plus, the interface is very easy to use! Software is one thing, but the support team is another. The Law Ruler Support Team is incredible!
Automations and the dialer can take some getting use to.
Thanks Carlina! We are glad that you enjoy the service and were able to find something more seamless than Clio/Clio Grow.
Paul P.
Law Practice, 1-10 employees
Used daily for less than 6 months
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So far my experience has been positive. The implementation by LawRuler has been great.
Lead automation is a time saver and helps make sure leads do not fall through the cracks. Since I am a new user, I am still learning the full capability of the product. The support for the implementation of the software has been fantastic.
The current lack of Onedrive integration is the only thing I have found missing. I understand this is being added.
Dear Paul, thanks for your feedback!
Brian P.
Law Practice, 1-10 employees
Used daily for less than 6 months
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I have found the experience in using Law Ruler to be great. Whenever a migration to new software occurs, hiccups happen. They have been super responsive to all of our needs, and to our suggestions, and so would not hesitate to recommend Law Ruler. I'm really looking at unlocking the full potential for this software.
My team really loves the software. The workflows are exactly what I was looking to create, and the document automation is super simple to use.
I don't really love all the tabs on my browser that this creates, but that's a personal thing. It does make it easier to navigate back to the main screen by just closing tabs.
Craig D.
Legal Services, 1-10 employees
Used daily for less than 6 months
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We are still getting familiar with the software and all of its features, but so far, our experience has been as good as we were hoping for.
The best part about the software has been working with out account manager, [SENSITIVE CONTENT]. He has been very helpful in explaining how the system works, he is always available for questions, and he's very generous with his time. What appeals to me the most about the software itself is its ability to help track our different marketing campaigns. I also love the automatic text and email replies to our clients.
We are still trying to figure out how to best send documents to clients for e-signature.
Lisa A.
Legal Services, 1-10 employees
Used daily for 6-12 months
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I was able to do more with less, increase my lead conversion rate, and manage my disability cases in a much better way. We are exclusively a disability firm which comes with its own unique challenges. There is a massive amount of data to manage for each case and it has to be efficient or we lose money. Law Ruler has been incredible for us and solved this problem!
We like the built-in smart dialer feature that prioritizes our leads and has helped us grow the firm aggressively. The system itself is easy to use which helps since our staff is all virtual now because of covid. Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot!
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way. They all looked similar and were nice to look at, but the key difference is that Law Ruler had a consultant work with me to make Law Ruler conform to how we do business, and it was done in a month. The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
Thank you for your feedback, it is gladly appreciated!
Joshua C.
Law Practice, 1-10 employees
Used daily for 2+ years
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I have used Law Ruler for over 5 years and with good reason. Law ruler's intake software has enabled our law office to efficiently perform client intakes and send e-sign documents with the touch of a button. Law ruler has enabled us to streamline our intake process and perform more intakes and sign-ups. The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents. We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
Does not integrate with all third party vendors
Thanks so much for your feedback, Joshua! We appreciate it!
Karen S.
Legal Services, 1-10 employees
Used daily for 6-12 months
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When our firm began using Law Ruler, we had an initial learning curve as I suppose most users do. After a few weeks of learning the system and with the prompt responsive support of Amanda, our firm now has an automated client intake system that has streamlined our client intake process and subsequently increased our client conversion rate. We are VERY pleased with Law Ruler and highly recommend this system to law firms who desire automation, organization and maximizing client contacts.
Automated emails and texts to clients. Depending on client status, automated contract, intake forms and medical release sent to clients. Auto alert when forms are completed and returned.
Very minor issue but the menu on the right of the screen seems to have same information as icons on right of screen. I told you it was very minor. I really do not have any problems at this time. Lawruler has stepped in and 'fixed' all of my concerns.
Thanks so much Karen! Appreciate the wonderful feedback!
Octavia C.
Legal Services, 1-10 employees
Used daily for 6-12 months
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I can't not say enough wonderful things about Hillel Charm and our positive interactions. Hillel has helped our team get the most out of Law Ruler for our business.
I love that I can keep all records related to a client in one place. It is simple and easy to track where in our process a case lives and to create follow ups that make sense for us. Our dedicated Law Ruler resource, Hillel Charm, is great at helping our team work through business cases and how to use Law Ruler to effectively solve for these. The support team is quick and usually solves requests on the first or second contact. The dialer is extremely helpful to keep all contacts and notes in one place.
The calendar is missing features like recurring reminders and events.
randy f.
Legal Services, 1-10 employees
Used daily for 2+ years
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The software is very depndable and they have great tech support.
User friendly software with all details needed
Sometimes when there updates you need to get tech support
Thank you very much for your continued usage of Law Ruler! We always strive to provide world-class support.
jonathan h.
Legal Services, 11-50 employees
Used daily for 2+ years
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excellent. [SENSITIVE CONTENT] makes it all worthwhile.
organizes our intake into a usable process
I like it. I did not like the mobile version but I can use the desktop on my iphone so that works.
Thanks for the feedback, Jonathan! We are working on adding features to improve the product to match our world-class support.
Nathan W.
Law Practice, 1-10 employees
Used daily for less than 6 months
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Overall, it's been a really good experience. Our main contact - [SENSITIVE CONTENT HIDDEN] - has been exceptional and incredibly responsive.
Lead generation and monitoring, converting cases, automations, text messaging, and pretty significant customizations.
Email, calendar system, case monitoring once leads are converted, lack of integration with Dropbox or other 3rd party providers.
Hi Nathan! Thanks for your feedback! We believe in constant improvement and aim to deliver the best solution on the market.
Emily B.
Law Practice, 11-50 employees
Used daily for 1-2 years
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I like the drip campaign features and electronic sign-ups.
Sometimes all of my leads from my campaign emails don't transfer into Law Ruler, so I have to manually enter them.
Thank you Emily! We have enjoyed working with the firm. Please contact our support team if any additional marketing sources need to be added.
Helen M.
Legal Services, 1-10 employees
Used daily for 1-2 years
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Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion
The intake process screen is cumbersome and could be improved
Thank you for the candid review Helen! We enjoy working with your firm!
Andrew J.
Legal Services, 1-10 employees
Used daily for 1-2 years
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[SENSITIVE CONTENT] is the best. Without him, we would be shopping around.
E-sign document creator doesn't save work progressions.
Andrew, thank you for taking the time to leave your feedback! We appreciate hearing from our happy clients!
Chad L.
Law Practice, 1-10 employees
Used daily for less than 6 months
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So far it's great.
Easy to use. Still integrating into my business but so far so great. My account manager [SENSITIVE CONTENT HIDDEN] has been really helpful so far. He's knowledgeable and very patient. I like that it is tailor-made for law firms and they've thought of things I hadn't even thought of to make my business more profitable and run smoother.
It just takes a lot of front-end work to make it best for your specific business. But all CRM's do and I'm finding that the more work I put into it the more useful it is for the firm. So far so good and I'm really impressed.
Thanks for the candid review Chad! Our team is always here to help your firm grow and utilize the system as best as possible for your firm's workflow.
Jocelyn J.
Law Practice, 51-200 employees
Used daily for less than 6 months
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Love [SENSITIVE CONTENT] !
The customization is great and I can track my team
There’s no Dropbox and it’s a little clunky. The notifications are really, really annoying and there’s no way to fix that
Brittiany P.
Law Practice, 1-10 employees
Used daily for 6-12 months
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My overall experience with Law Ruler is positive.
The most useful features of Law Ruler are automation and marketing source integration.
Law Ruler could improve upon the system by adding spell check. I would like to see integration with Google Maps. This would make adding addresses of new clients more accurate.
Thanks very much for the feedback!
Russell L.
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About a month ago, I was reading all about every case management software known to man. If you are shopping for it you know how many there are. Then I read about Law Ruler on this web site. After that, none of the others measured up. I wanted my firm to be on the cutting edge of technology. I wanted a case management system that made my job easier while also helping to provide better customer service...
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Thanks for the kind words Russ! It has been our pleasure to work with you and your firm!
Neil D.
Law Practice, 1-10 employees
Used daily for less than 6 months
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Excellent. The customer service has been the best part.
Prior to subscribing to Law Ruler, we were doing intakes manually and sending out retainers the same way. This product has helped change that and drastically improved our efficiency and saved time and aggravation. Although we do not use it for case management, they have apparently made significant upgrades on that side as well and I know at least one attorney who switched over from his prior case management system and now uses Law Ruler for everything.
The fact that it is not yet integrated with Needles Neos, although that's not Law Ruler's fault.
Hi Neil, thanks for your feedback!
Amanda M.
Legal Services, 1-10 employees
Used daily for less than 6 months
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Law Ruler is amazing for our client management! All our forms, documents, texts, etc. are now all in one place. We can easily send clients through our system and see at a glance what we need to do to finish our client's product. The support system is amazing! Our Account Manager, Mathew, is very helpful. Anytime we need to make a major change, have a question, or notice a glitch, he quickly helps us fix the problem.
There are a lot of features on the software. This makes it difficult to use at first. However, after a week we were able to use all the features with ease.
Hi Amanda, thanks for your feedback!
Steven S.
Legal Services, 1-10 employees
Used daily for less than 6 months
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I will recommend law ruler to other attorneys because of the service. I send in a ticket...just any question...I get a call back, from the same support agent every time, usually in less than 1/2 hour. Law Ruler isn't just better with support than any technology partner I've used, they are a lot better.
My only quarrel is that new tabs pop up more than I think they should...but this is a piddling objection I bring up only because you asked.
Hi Steven, Thanks for your feedback. We appreciate your business and look forward to providing you more of our world-class support!