How to Navigate a Lead/Case Record Follow
Inside of the Lead and Case records in your portal is where you will find all information that pertains to the lead/client. In this article, we will be looking at all of the different features and functionality that are available inside of the records. Please note that, depending on the configuration of your custom Law Ruler portal, some of the features mentioned in this article may not be available/applicable.
Table of Contents
Lead Records
All records in the system are initially created as Lead records. You will be able to keep track of everything that happens and has happened with the lead from the time their record was created in the system. We recommend exploring the different tabs in the toolbar, which will be discussed in detail below.
Intake Details
When you first enter a Lead record, you will be in the Intake Details tab. This tab contains a few sections that highlight the primary details related to the record.
To learn more about how to navigate Law Ruler's Intake Details, please click here.
Intake Form
Under this tab is where you will find the intake form that was configured for the case type that the record is in. 
To learn more about using Intake/Case Forms in the portal, please click here.
Key Dates
Under this tab, you will find all Default Key Dates that have been configured for the specific case type your record is in. This tab will allow the firm to keep track of any important dates related to the record, as well as trigger automated tasks related to those key dates.
To learn more about Law Ruler's Key Dates feature, please click here.
Notes
Under this tab, you will be able to add new notes to the record and also view any existing notes.
To learn more about how to use Notes in Law Ruler, please click here.
Documents
This tab will store any documents and files related to the record.
To learn more about Law Ruler’s Advanced Document Management System, please click here.
Tasks
This is where you can manage all tasks related to a specific record.
To learn more about how to use Tasks in Law Ruler, please click here.
Emails
Under this tab you will be able to view all Law Ruler emails related to the record, as well as compose new emails.
To learn more about how to send and receive emails in Law Ruler, please click here.
Texts
In this tab, you will be able to see all text messages that have sent to the lead/client as well as the text messages received from the lead/client. You can also use this tab to manually compose texts.
If you ever have a hard time finding a text message, be sure to check the filters and the date range that are applied at the top of the tab. By default, automated messages and unread messages will not be shown.
E-Sign
Under this tab, you will be able to select any of the available e-Sign templates to send for signing.
To learn more about sending e-Sign templates, please click here.
Expenses
You can use the Expenses tab to keep track of any expenses the firm incurs that are related to the Lead/Case record. You may also track any special damages or client debt incurred by your lead/client for settlement purposes in this section.
To learn more about Law Ruler’s Expenses feature, please click here.
Records
If your firm uses the National Records Retrieval (NRR) service, you will be able to take advantage of our direct integration that can be used to request and receive medical records inside of the Law Ruler portal. If you do not use NRR, you can still use this section to track all record requests. 
To learn more about Law Ruler's Medical Records Ordering feature, please click here.
Audit Log
The Audit Log tab can be used to view all of the activity that has occurred in the record. You can use the Audit Log to find and keep track of any changes that occur in the record. You can use the arrows in the bottom-right corner to look through the pages of logs.
Case Records
Once a Lead record is made into a Case record, some additional tabs will appear in the toolbar that are specific to case management. All of the tabs that appear in the Lead record (mentioned above) will still appear as well.
Case Details
The Intake Details tab will become the Case Details tab. This tab includes all of the sections and features of the Intake Details tab plus an additional section for Financial Details and one for Settlement Distribution.
To learn more about how to navigate Case Details, please click here.
Case Form
The Intake Form tab will become the Case Form tab after a lead record is converted to a case. 
To learn more about using Intake/Case Forms in the portal, please click here.
Time Entries
Under this tab, you can keep track of hourly billing entries. You will have the option to use the built-in timer or to manually enter in the duration of time for any time entries.
To learn more about tracking and billing for your time using Law Ruler, please click here.
Invoices
Under this tab you will be able to generate invoices for any expenses that exist on your record to send to the client (the Primary Contact of the record).
To learn more about creating and managing Invoices, please click here.
Law Ruler also offers a Law Pay Integration that can be used with our Invoices module.
To learn more about Law Ruler’s Law Pay Integration, please click here.
Settlements
Under this tab, you will be able to add and keep track of settlements for the case.
To learn more about Law Ruler’s Contingency Settlement Wizard, please click here.
Bank Transactions
Under this tab you will be able to add and keep track of any bank transactions related to the Case. transactions. Please note this tab requires special permission to access. To learn more, please click here.
To learn more about Law Ruler’s Contingency Settlement Wizard, please click here.