Law Ruler Software User’s Manual
(Intake Edition)
- Law Ruler Contact Center - Compatibility Issues with Mobile OS
- Introduction to Law RulerTM Software
- How to Access Law Ruler Software
- How to Add a Desktop Icon for Law Ruler
- How to Use Law RulerTM Software
- Browser Requirements and Compatibility
- How to Use Law Ruler Intake Software – Getting Started
- First-Time Setup of Law Ruler – Customizing Your Settings
- Setting up Your Firm’s Settings, Address, and Logo
- Setting up Your Firm’s Users and Managing Users
- Setting Up Your E-Mail to Pair with Law Ruler
- Calendar: Setting Up Microsoft Office/Outlook Integration
- New Lead/Call Distribution, Configuring Settings and Notifications for a Single User(Small Firms) or a Group/Queue of Users(Medium-Large Firms)
- Setting Up and Customizing Lead Statuses and Color Coding
- Setting Up Lead Status Timers and Firm-Wide Timer Settings
- Add/Delete Practice Areas
- Editing Case Types and Dockets and Color Coding
- Setting Up and Editing Customized Intake Forms & Questionnaires – Drag and Drop
- Setting up and Managing Lead/Marketing Sources
- Setting Up and Managing Call Tracking Phone Numbers
- Setting Up and Managing Referrals, Referral Firms & Providers
- How to Use the Lead Inbox – My Tasks
- Law Ruler Ruler’s Traffic Light Reminder System
- How to Use the Lead Inbox – Recent Activity
- How to Use the Lead Inbox – Lead Center
- Creating and Transferring Your First Lead in Law Ruler
- Managing Customized Intake Forms – Drag and Drop Editor
- Command Center: Setting Up Automated Email Drip Campaigns to Increase Lead Conversion
- Using Law Ruler’s WYSIWYG, Easy-to-Use Toolbars for Editing Email Campaign Templates and More
- Activating “Snooze” on Campaigns