Law Ruler review

Law Ruler is built for firms where intake volume is the business, such as personal injury, mass tort, consumer protection and Social Security disability practices. Every plan includes the CRM platform, two-way SMS and MMS, custom intake forms with file requests, appointment management, milestones and tasks, document automation for Word, PDF and Excel, and one-click outbound referral management and tracking. Premium raises automations from 3 to 100, moves to an HTML email builder, and adds email marketing campaigns, marketing source reporting and an advanced marketing dashboard, which are the features most firms buy a CRM for. Enterprise has a 10 user minimum with unlimited contacts and automations. Pricing is quote only, billed monthly on an annual term with 15% off for prepaying, and there is a one-time onboarding fee. The interface is dense compared with MyCase or Clio Grow, so plan on the training sessions. For PI firms that refer out cases, the referral tracking is a strong reason to shortlist it.

Who it is for

High-volume intake teams that need texting, referral tracking and marketing source reports.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Legal CRM with 2-way SMS, MMS and text messaging
• Custom intake forms with file requests and customer-facing online forms
• 1-click outbound referral management and tracking
• Email marketing campaigns and marketing source reporting on Premium
• Document automation for Word, PDF and Excel

Strengths and weaknesses

• Strength: Pro and Premium include up to 3 users and 10,000 or 15,000 contacts
• Strength: Open API access on every plan
• Strength: Optional time and billing platform with payments
• Weakness: Quote only, with a one-time onboarding fee
• Weakness: Pro includes only 3 automations and leaves out email campaigns and source reporting
• Weakness: No free version

Key facts

• Plans: Pro, Premium, Enterprise (10 user minimum)
• Automations: 3 on Pro, 100 on Premium, unlimited on Enterprise
• Billing: Billed monthly on an annual term; 15% off prepaid annual

Where it ranks

Law Ruler is No. 7 in our Best CRM for Law Firms verdict.