LawRuler
The #1 Legal CRM and intake automation platform designed to maximize firm ROI through intelligent lead conversion.
The legal industry's premier lead management and intake automation platform.
Lead Docket, an integral component of the Filevine ecosystem as of 2026, serves as a high-performance lead management solution specifically engineered for law firms. Its technical architecture focuses on the critical gap between marketing spend and case opening. By 2026, Lead Docket has transitioned from a standard CRM into an AI-augmented intake engine, utilizing natural language processing to categorize leads from web forms, chats, and calls with over 95% accuracy. The platform provides a centralized command center for intake specialists, offering real-time visibility into lead velocity, conversion rates, and marketing channel attribution. Its 2026 market position is defined by its deep vertical integration with legal case management systems and its ability to automate the entire client journey from first touch to signed retainer. The system utilizes a multi-tenant cloud infrastructure, ensuring high availability and SOC2-compliant data handling, which is essential for sensitive legal information. It excels in high-volume environments like Personal Injury and Mass Tort, where speed-to-lead and rigorous referral tracking are the primary drivers of firm profitability.
Dynamic web forms that change questions based on previous answers to ensure all case-critical data is captured during the first contact.
The #1 Legal CRM and intake automation platform designed to maximize firm ROI through intelligent lead conversion.
A matter-centric legal management platform designed to mirror the cognitive workflow of practicing lawyers.
The only all-in-one legal practice management system with built-in business and trust accounting.
The #1 Legal CRM, Client Intake, and Marketing Automation Platform for Modern Law Firms.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Granular tracking of lead origin down to specific ad campaigns and keywords using DNI (Dynamic Number Insertion) integrations.
A bidirectional system to track leads sent to outside counsel and leads received from partners, including fee tracking.
Direct SMS communication within the lead record, allowing intake staff to text prospects instantly.
Configurable cadence for SMS and email follow-ups that automatically pauses once a lead responds.
A Kanban-style visualization of the intake funnel, categorized by case type and status.
Deep API integration that pushes lead data into Filevine project folders with one click.
Losing prospects to competitors due to slow response times.
Registry Updated:2/7/2026
E-sign retainer sent via integration
Managing thousands of leads from a specific national TV ad campaign.
Losing track of cases sent to other firms, resulting in lost referral fees.