- VOIP - Troubleshooting Guide
- Introduction to Law Ruler
- How to Access Law Ruler Software
- How to Add a Desktop Icon for Law Ruler
- 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 Law Ruler
- 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 - Start lead nurturing to get more qualified leads
- 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
- Exporting Data from PracticeMaster Software
- Appointlet.com – Third Party Application – Appointment Scheduling Integration for Microsoft Office/Outlook 365 Calendar and Google/Gmail Calendar
- How to Integrate Law Ruler 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
- Law Ruler Contact Center - Compatibility Issues with Mobile OS
- How to Integrate Your Website/Leads/Intakes with the Legal CRM - DIY Integration (API)
- Troubleshooting the Smart Dialer
- Expenses and Cost Tracking - Tutorial and Video
- Track and Bill for Your Time - Tutorial and Video
CRM User's Manual
(Intake Edition)