How to Send and Receive Emails in Law Ruler Follow
Staying in contact with your clients is important. Law Ruler's email functionality makes this simple and streamlined. Emails related to a lead/case record can be viewed at any time by navigating to a lead/case record and navigating to the Emails tab.
Under this tab you will be able to view all Law Ruler emails related to the record, as well as compose new emails. This will include emails that are sent to the lead/client and emails that are sent to users and individuals regarding the Lead/Case record. You can click on the email subject to view the details and content of the email that was sent/received.
If you would like to manually compose an email, click on the “Compose Email” button in the upper-right corner of the tab. A new screen will open up where you will be able to select the recipients and type up the email. Click the “Send” button at the bottom of the screen once you’re ready to send out the email. Once sent, the email will be logged in the Emails tab of the record.
If you are sending an email from outside of Law Ruler and would like for that email to be logged in the Emails tab of the record, click on the blue clipboard icon in the upper-left corner of the tab. This will copy a code that you can paste into the email you are sending. We usually recommend pasting this code near the bottom of the email and in white font, so that it is not visible to the email recipient.