For law firms, client intake can be a process that is tedious and time-consuming. This not only creates frustration for your firm’s staff but can also create frustration for your clients as well. Thankfully, there are solutions that can drastically streamline the client intake process for law firms of all sizes.
Law Ruler—a leading provider of legal software solutions—offers one such solution that’s designed to improve both the efficiency and reliability of client intake. In this article, we’ll take an in-depth look at Law Ruler’s client intake software to help you decide if it’s the right choice for your firm.
What is Client Intake Software?
Client intake software is a tool that lets you streamline and automate the process of onboarding new clients. Via features such as automated workflows, customizable client intake forms, client communication tools, and secure document management, client intake software makes the entire process much smoother and less time-consuming for your staff and clients alike.
This software shares a lot in common with client relationship management (CRM) platforms but is designed specifically for law firms. By using client intake software to simplify client interactions right from the start, you can build stronger relationships with your clients while at the same time reducing your firm’s administrative burdens.
Key Features of Law Ruler’s Client Intake Software
Law Ruler offers advanced, feature-rich client intake software that is ideal for growing firms. From automated lead management to eSignature capabilities, here are the top features you can look forward to with Law Ruler’s client intake software:
Custom, Intelligent intake Forms and Lead Qualification
Qualifying and nurturing leads is an essential part of the client intake process. It’s important to qualify the leads your firm receives so you can focus your efforts on the ones most likely to convert into clients. And once you’ve got a list of qualified leads, you’ll need to carefully nurture them down your lead pipeline.
With Law Ruler’s client intake software, you can optimize and automate both key processes. The software’s innovative form builder allows you to create custom forms that are tailored to each practice area at your firm, and with intelligent forms, you can even adapt based on each lead’s answers so that they are presented with only the questions that are relevant to their legal needs. This allows you to collect the exact information you need to qualify leads each and every time.
In addition to these custom, adaptable forms, Law Ruler also provides an automated pre-screening process that can be used to further qualify leads. With automated pre-screening capabilities, you can quickly analyze the lead’s information to ensure they are a good fit for your firm’s services.
The result is that firms can qualify leads in seconds rather than analyzing each manually. This frees your legal team up to focus on nurturing qualified leads and other important tasks, helping you stay ahead in the competitive legal landscape.
Automated Data Collection
Manual data entry always presents a lot of problems. Not only is it tedious and inefficient, it’s also highly prone to human error. Thankfully, Law Ruler’s client intake software allows you to automatically collect data from your clients so that manual data entry becomes an issue of the past.
With Law Ruler’s intelligent and custom intake forms, you can securely collect new clients’ names, addresses, matter details, and other sensitive information. This information is then directly imported to your customer relationship management (CRM) and other practice management software.
This alone eliminates a lot of the hassle that goes along with new client intake. It also helps dramatically reduce the likelihood of data input errors.
Pipeline Inbox for Lead Nurturing
Once you have collected a lead’s information and qualified them, the next step is to nurture the lead down your lead pipeline and convert them into a client. With Law Ruler’s Pipeline Inbox feature, this process is easier and more effective than ever before.
Law Ruler lets you create an automated lead pipeline that delivers a personalized experience to each of your leads. Based on their responses to your custom, intelligent forms, you can provide your leads with documents and workflows that will guide them through each step of the lead-to-client conversion process.
Secure Document Management
Law Ruler’s custom document templates and online editor make document assembly a breeze. By importing client demographics to create polished, adjustable legal templates, Law Ruler allows you to create personalized, professional, and modern intake documents in minutes rather than hours.
Once you start sending those documents out to clients, Law Ruler ensures secure and convenient document management. It provides a centralized location for storing and accessing all of your intake documents and features cutting-edge security controls to ensure only authorized users are able to access those documents.
Electronic Signature Capabilities
Waiting on signatures from clients can be a major source of disruption to an attorney’s workflow. But with Law Ruler’s eSignature capabilities, you won’t ever have to hunt down signatures again.
Law Ruler allows you to request signatures from clients instantly and securely via email or text message. Clients can then sign documents with the click of a button, accelerating your client intake process and improving the client experience.
Streamline Client Intake with Law Ruler
An optimized client intake process is key to any law firm’s success. If you would like to reduce your firm’s administrative burden while also converting more leads to clients, Law Ruler’s client intake software is an excellent solution to consider.
Ready to get started streamlining your law firm’s client intake process? Schedule a free demo of Law Ruler today!
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