| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Legal Intake Software | 8.3 (#5) | 8.4 (#4) |
| Spec score · Legal CRM Software | 8.3 (#14) | 8.6 (#6) |
| Headquarters | Portland, Oregon | West Palm Beach, Florida, USA |
| Integrations | Officially named connected services include Cal.com scheduling, PandaDoc signing, Confido Legal payments, AWS S3 storage and Resend email. | Law Ruler lists integrations including Office 365, Gmail, Zapier, Twilio, CallRail, Clio, Filevine, CosmoLex, TimeSolv, HelloSign and others. |
| Rating on G2 | 5.0 out of 5 from 1 review | 4.6 out of 5 from 6 reviews. |
| Rating on GetApp | 4.0 out of 5 from 1 review | 4.7 out of 5 from 47 reviews. |
| Support | The terms say support is available by email on weekdays from 9 a.m. to 5 p.m. Pacific Time, with a stated goal of responding within two business days. | Plans include a 24/7 online help center plus live phone and email support from 9 a.m. to 5 p.m. Eastern, Monday through Friday excluding holidays. |
| What it does | Initio automates seven stages from a law-firm inquiry through consultation, intake, engagement, payment and matter opening. | Law Ruler is a legal CRM and intake platform for managing leads, clients, marketing and case workflows. |