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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
Yes
API Access
Has API
No
Integrations
Alert Communications
Yes
ApexChat
Yes
CallRail
Yes
Clio
Yes
Dropbox Sign
Yes
Facebook
Yes
Filevine
Yes
Google Analytics
Yes
Java
No
LEX Reception
Yes
Integrations
Alert Communications
No
ApexChat
No
CallRail
No
Clio
No
Dropbox Sign
No
Facebook
No
Filevine
No
Google Analytics
No
Java
Yes
LEX Reception
No
Pricing Details
$89/user/month
Annual prepaid and monthly billing pricing is available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
No
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
