As the firm owner, or system administrator, the first step is to edit your firm’s settings for Law Ruler intake software. This “Settings” menu is hidden to all users that do not have the appropriate admin rights so don’t worry!
Please follow the following step-by-step guide to customize Law Ruler for your firm for your first time for the best possible customer experience.
1. There are two convenient locations to access the “Settings” menu of Law Ruler. Please click on the “Settings” link in the blue menu on the right-side of the browser window to enter the “Settings” or you may also click on the “Settings” link in the top-left of the Law Ruler browser window as shown below.
2. After you have entered the “Settings” menu, you will notice that the blue menu will expand with all of the available options for the “Settings” menu.