Audience
Lawyers wanting a tool to optimize their practice and meet the needs of their clients
About Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.
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Key Features & Benefits
• Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week.
• Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking.
• Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for a
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8am DocketWise
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Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case.
Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system.
Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features.
Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.
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Law Ruler
Why Choose Law Ruler?
BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win
✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price
✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation
✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business.
✅ Personalized Set-Up: Done-For-You Implementation available
✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI.
Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.
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Integrations
No integrations listed.
Company Information
Slatewell
Founded: 2021
United States
www.getslatewell.com
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Product Details
Platforms Supported
Cloud
Support
Online
