Law Ruler

lawruler.com ↗

Legal intake forms with case-specific fields and conditional follow-up rules

SI Score
80/100
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What it does

Law Ruler combines legal CRM, client intake and communication automation. Administrators can build practice-specific forms and use answers to control fields or trigger campaigns.

In Law Ruler's Setup > Intake/Case Form Builder, choose the case type before adding questions. Fields created under All appear in every record. Field Location determines whether a question belongs on intake, a case form or a quick-reference vitals area.

Create the needed fields before opening Set Up Logic. Choose a parent question, its comparison and the show, hide or filter action. Equality comparisons are available for Drop Down Text, Yes or No and Radio Button questions; other supported types only test whether an answer is empty or filled. Labels, multiselect pick lists and file uploads are excluded from conditional logic.

A completed logic statement can also trigger a campaign. Keep that action intentional when using a rule simply to reveal another question.

Quoted subscriptions

Package Included/minimum users Contacts Automations
Pro 3 10,000 3
Premium 3 15,000 100
Enterprise At least 10 Unlimited Unlimited

Request a quote including onboarding and any time/billing add-on. Plans have an annual term; monthly billing is available, and annual prepayment receives a fifteen-percent discount. There is no free version.

Strengths

  • Case types and field locations control where intake questions appear
  • Answer conditions can change visible questions and trigger follow-up campaigns

Watch out for

  • Conditional logic excludes labels, multiselect pick lists and file-upload fields

Best for

  • Law-firm intake administrators building practice-specific questionnaires

Sources