Best Legal Intake Software for Clio

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.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

DirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

A bilingual, customized, bilingual 24/7/365 phone answering service that includes call forwarding, message taking, customer service, appointment scheduling, appointment scheduling, and call forwarding. Our law firm answering service screens potential clients according to your preferences and determines if they are qualified or need to go elsewhere. Our lawyer answering service's legal intake specialists handle leads from initial contact to an electronic contract. This contract is then posted directly to your CRM or case management system using a legal answering service. Convert website visitors to new cases and communicate directly with clients wherever they may be. Section background shape image. Our best-in-class processes and solutions allow you to respond to high-volume radio, TV, and online advertising leads. Live answering service with legal industry experts responds immediately to all outbound and inbound leads for your legal practice or legal firm.