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What is Slatewell?

Revamp and optimize your entire operational workflow by consolidating client information, document management, and progress tracking within a single, centralized platform. Foster seamless collaboration within your firm while engaging with clients or collaborating with their financial advisors and CPAs. Slatewell is meticulously designed to enhance teamwork, offering customized portals for each client to facilitate communication. You have the ability to create digital intake forms for clients, which can also be utilized by your team to maintain procedural consistency. With integrated notifications and reminders, you can ensure that all forms are completed punctually. Additionally, you can gather feedback from external professionals, assign tasks to team members, and keep a comprehensive overview of tasks that have been completed and those that are pending. Generate essential documents such as petitions for probate, ancillary paperwork, beneficiary letters, and more, utilizing state-specific probate forms or by uploading your own PDFs to create customized workflows tailored to your unique requirements. This holistic strategy guarantees that every element of your workflow is managed both efficiently and effectively, ultimately enhancing productivity and client satisfaction. Moreover, the platform’s user-friendly design allows all team members to easily adapt and maximize its features for their specific roles.

What is Law Ruler?

Law Ruler serves as a dependable software platform tailored for legal customer relationship management (CRM) and case intake processes. Specifically designed for law firms, it boasts a range of functionalities that empower users to streamline the intake process while boosting lead generation and conversion rates. Among its standout features are call tracking phone numbers, as well as automated email and SMS communication. Additionally, it offers customizable online intake forms along with e-signature integration to enhance user experience. Furthermore, the software supports various practice management software integrations, making it a versatile tool for legal professionals seeking to optimize their operations. Its comprehensive suite of features positions Law Ruler as a valuable asset for any law firm aiming to improve efficiency and client engagement.

Media

Media

Integrations Supported

Alert Communications
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
Google Analytics
LEX Reception
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
PowerPoint
QuickBooks Online
SmartAdvocate
Twilio

Integrations Supported

Alert Communications
ApexChat
CallRail
Clio
Docusign
Dropbox Sign
Facebook
Filevine
Google
Google Analytics
LEX Reception
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Outlook
Microsoft Word
PowerPoint
QuickBooks Online
SmartAdvocate
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$89/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Slatewell

Date Founded

2021

Company Location

United States

Company Website

www.getslatewell.com

Company Facts

Organization Name

ProfitSolv

Date Founded

2020

Company Location

United States

Company Website

www.lawruler.com

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Popular Alternatives

Popular Alternatives

Law Ruler Reviews & Ratings

Law Ruler

ProfitSolv