How to Navigate the Inbox and Agenda Follow
Law Ruler’s Inbox and Agenda offer powerful features to always keep your firm on top of everything that is happening in the portal.
Table of Contents
To access the Inbox, use the blue menu on the left-hand side of the screen and click on "Inbox".
Please Note: To have the Inbox always be the first screen you see upon login, you might need to edit your account settings. To do this, use the blue menu on the left-hand side of the screen and click on "User Settings". Next, make sure that the "Default Login Screen" setting is set to Inbox.
In the Inbox you will find all leads and cases in your portal. The dropdown located in the upper-left corner of this section allows you to change your view to see all records, records by a specific Dashboard Category, or deleted records.
To the right of the dropdown, you will see two checkboxes: one for Leads/Intakes and one for Cases. These checkboxes allow you to filter out the Inbox by either leads or cases. For example, if only the Leads/Intakes checkbox is selected, then you won’t be able to see any case records.
If you ever have a hard time finding a record in your Inbox, be sure to check the views dropdown and the checkboxes. Sometimes the record you are looking for falls outside of the filters you have applied.
To the right of the checkboxes, you will see the Layout dropdown. This dropdown can be used to change the columns that are visible in your Inbox. The pencil icon next to the dropdown allows you to modify an existing Layout and/or create a new one. For further information regarding how to create new Inbox Layouts, please click here.
The Sort Order dropdown determines the order that the records in your Inbox are sorted (either by Idle Time, Lead Date Created, or Case Date Created).
You may also apply a date range filter on the inbox, using the Date Range option, or export all leads in your inbox using the Export option.
Directly beneath the first row of options, you will see some buttons that will allow you to manage multiple records at once. The following describes each button’s functionality:
- Transfer Selected allows you to transfer any records that are selected in the Inbox to a new Assignee and/or Owner.
- Delete Selected allows you to delete any records that are selected in the Inbox. Please note that deleted records are archived and never permanently deleted. To view the deleted records, use the views dropdown (mentioned above) and select the Deleted Leads option.
- Mark as Unread will mark any records that are selected in the Inbox in a bold font.
- Mark as Read will mark any records that are selected in the Inbox in a regular font.
- Change Status allows you to do a mass status change on any records that are selected in the Inbox.
To access any lead/case record displayed in the Inbox, click on the first or last name to open up the record. If you would like to add a note to a record without opening it up, click on the yellow sticky note icon that is to the left of each record’s name. In addition, if your firm is utilizing the Law Ruler Smart Dialer, you will see a green phone icon next to the cell phone of each record. By clicking on that phone icon, that record will load into the dialer and you will be able to make a call.
Lastly, you can apply filters to your Inbox by using the Filters button located in the upper-right corner of this section. If you find yourself repeatedly using the same filters, you can create Saved Filter Criteria. To do this, first make your filter selections. Next, at the very bottom of the pop-up, find the Save this Criteria textbox where you will be able to give your selected filters a name and save it. Whenever you wish to use the Saved Filter Criteria you created, click on the Filters button and select the criteria from the Prior Saved Criteria dropdown at the bottom of the pop-up.
The Agenda screen will help you stay on top of tasks that are assigned to you, calendar events that are coming up, and any of the recent activity that has occured in the portal. To access the Agenda, use the blue menu on the left-hand side of the screen and click on "Agenda".
The “My Tasks” section located in the upper-left corner of the Agenda screen is where you will be able to view and keep track of any tasks that are assigned to you. There are several different views available that allow you to filter the tasks by when they’re due. By default, all tasks will be displayed but you can click on any of the blue display links to select a desired view.
A summarized view of each task is displayed just beneath the view settings. Any overdue tasks will have a red alert icon displayed next to the task's Due Date. Once you’ve finished working on a task, click on the checkmark button to the right of the task to mark it as completed and remove it from your task list. If you ever need to edit or view the complete details of a task, click on the pencil button.
Please note that tasks can be deleted in the “Tasks” page. You can access this page by clicking on the "Go to Tasks" option in the lower-left corner of the My Tasks section in the Inbox screen or it can also be found in the blue menu on the left-hand side of the screen.
The "Upcoming Events" section located in the upper-right corner of the screen is where you can keep track of the events in which you were added as an attendee, or events that are occurring on any records you are assigned to. The events are displayed in chronological order according to their date/time. The name of the user that appears to the left of the event title indicates the user that is set as the Assignee of that record.
You can quickly create a new calendar event by clicking on the "New Event" button located in the upper-right corner of the section. A pop-up will appear where you will be able to select the Lead/Case record to associate with the event and also configure the additional details of the event such as the title, location, attendees, start and end times, and more.
If you would like to view the events on a calendar, click on the "Go to your events" option in the bottom-left corner of the section to open up the Law Ruler Calendar.
The “Newsfeed” section located in the bottom-half of the screen is where you can keep track of everything that’s happening in the portal. The activity in the Newsfeed is updated in real-time, with the most recent activity showing at the top. Depending on your user account’s permissions, you may only be able to see your own completed activity in the Newsfeed. However, users with Admin Rights will be able to view the activity of all users in the portal. The name of the user that appears to the left of the activity descroption indicates the user that performed that activity. If you would like to view the list of activities on a full page, instead of using the mini view available in the Inbox, click on the “Go to your newsfeed” option in the bottom-left corner of the section.
If you ever need to track down any specific activity, you can use the search bar in this section to look up keywords related to that activity. In addition, you also have the option to apply filters to the activity logs that are shown in the Newsfeed.
For further information regarding the available features of the Newsfeed, please click here.