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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Description

Comprehensive CRM features for wealth management are designed to enhance the management and analysis of client interactions, ultimately aiming to strengthen business relationships with clients and Centers of Influence (COIs), thereby aiding in client retention and boosting sales growth. Additionally, it offers tailored trust and wealth management workflows that encompass the entire client operation life cycle. The platform also includes a collection of customizable workflows that streamline the execution of compliance and risk management tasks. Furthermore, these full life-cycle wealth management workflows facilitate various processes, including referrals, pipeline management, fee exception approvals, sales oversight, client onboarding, custom incentive structures, and essential service tools, all of which contribute to delivering exceptional value to clients while ensuring operational efficiency. By integrating these capabilities, firms can effectively enhance their overall client engagement strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
Google Analytics
Java
LEX Reception
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
QuickBooks Online
Twilio
Zapier

Integrations

ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
Google Analytics
Java
LEX Reception
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
QuickBooks Online
Twilio
Zapier

Pricing Details

$89/user/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ProfitSolv

Founded

2020

Country

United States

Website

www.lawruler.com

Vendor Details

Company Name

HWA International

Founded

1977

Country

United States

Website

www.hwainternational.com/tnet-frontoffice

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Product Features

Alternatives

Alternatives

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