- How to Access the CRM
- How to Add a Desktop Icon for the CRM
- Browser Requirements and Compatibility
- Setting up Your Firm’s Settings, Address, and Logo
- Setting up Your Firm’s Users and Managing Users
- Using the Google/Outlook/Office 365/Exchange E-Mail and Calendar Sync with Legal CRM
- Notifications and Assignments for New Leads
- Setting Up/Customizing System Statuses and Dashboard Categories
- Setting Up/Customizing Case Types
- Setting Up/Customizing Intake & Case Forms + Conditional Logic
- Setting Up/Customizing Marketing Sources and Call Tracking Numbers
- Setting Up/Managing Referral and Co-Counsel Firms & Sending Referrals
- How to Use the Inbox
- How to Navigate a Lead/Case Record
- Setting Up/Managing Automations
- Configuration of Automation Schedule (Snooze Settings), New Intake Defaults, and Role Names
- Frequently Asked Questions About Call Tracking Phone Numbers and What is “Porting”
- Frequently Asked Questions Regarding SMS Text Messaging & Opt-In/Outs
- How to Integrate Legal CRM with your Appointlet Account
- How to Use/Install Call Tracking Number Pools with Visitor Tracking, Dynamic Number Insertion (DNI)
- How to Reset Your Law Ruler Password
- Troubleshooting the Smart Dialer
- Expenses and Cost Tracking - Tutorial and Video
- Track and Bill for Your Time - Tutorial and Video
- Using Milestones and Task-Based Workflow Templates for Intake, Litigation, and Docketing - Tutorial
- Using Shippo, the GoShippo.com Shipping API Integration in Law Ruler
- How to Create an E-Sign Template with Dropbox Sign (Text E-Sign friendly)
- Accounts in Law Ruler: Multiple Trust and Operating Account Balances in Cases, and Other Account Types
- CRM to Needles 4 Integration
- Setting Up CallRail to Integrate with Legal CRM for Keyword Tracking from Google Analytics/Adwords
CRM User's Manual
(Intake Edition)