Marketing Automations
Qualify and follow up your leads.
Law firms have been slow to embrace the productivity and performance enhancements now available with automations.
Outside of a few AI pioneers I have interviewed, I haven’t encountered many law firm owners who are using custom automations to improve intake, streamline work processes, or improve client communication.
That slow adoption pace gives you an opportunity to set your firm apart from its competition with automations that save your team time, improve communication with prospects and clients, and lessen your managerial requirements.
Cover the entire client lifecycle
At no additional cost we can create the following custom automations for your firm:
1. Lead Follow-Up
Most firms respond too slowly and give up too soon on unsigned but wanted leads. Supplement your human efforts and demonstrate your expertise with this lengthy, multi-channel, and personalized educational series that is 100% automated.
2. Efficient First Meetings
Let our conversational AI voice-and-web agent gather the needed background information so your time with new clients can focus on substance rather than repetitive guidance and information-gathering. Insights are provided as questions are answered, so the client receives as well as gives.
3. New-Client Welcome
Make a strong first impression with an automated call and follow-up emails, texts, voicemails, and videos that use your likeness and voice for a personal connection. The content: (a) explains the work being done behind the scenes, (b) details step-by-step how your representation will unfold, and (c) answers common new-client questions.
4. Deposition Preparation
Streamline client prep with comprehensive tips, reminders, and guidance delivered via email, text, voicemail, and video, using your voice and likeness. To maximize learning and retention, the teachings are provided in bite-sized, readily-absorbed chunks.
5. Past-Client Check-Ins
The firms who regularly check in with their past clients receive more referrals than firms which don’t. We make this a no-labor task using our human-like AI caller, who then follows up the received leads with emails and texts.
Lead follow-up example
Unless you have a high-performing intake team aggressively and intelligently pursuing your unsigned leads, this follow-up automation can have a major impact on your top and bottom lines.
Deposition preparation example
Some law firm automations that our team builds save time while others improve performance. This one does both. It:
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Eliminates you having to repeatedly explain the fundamentals of a good deposition performance to clients who have never been through one, and
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Helps clients avoid common mistakes, provides guidance on responding to tough questions, teaches them about your objections, and more.
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Eliminates you having to repeatedly explain the fundamentals of a good deposition performance to clients who have never been through one, and
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Helps clients avoid common mistakes, provides guidance on responding to tough questions, teaches them about your objections, and more.
Frequently Asked Questions
How long does it take you to build the automations?
Allow four weeks for creation and customization. We then share our finished work with you to learn if any modifications are needed. After one round of revisions, we deliver your automations. Figure one or two weeks for review and one or two weeks for installation, so the total start-to-completion time will run six to eight weeks.
How much customization is available?
So long as you tell us beforehand in one batch, and then in a second batch upon review of our work, you can obtain customization that is limited only by the platforms and what we have available in our 100,000+ pages of law book content.
Do I own the automations?
You own the custom work that we provide, but our automations do use commercially-available platforms.
How lifelike is your voice agent?
If you haven’t recently spoken to a conversational voice agent, you will be pleasantly surprised. Lag time is almost non-existent. The biggest difference from human conversations is the knowledge level. Voice agents simply know more … volumes more.
Can the voice agents handle Spanish-speaking callers?
Yes, the agent will automatically switch from English to Spanish when the caller uses or requests Spanish.
Can the voice agent detect urgent cases and immediately route them to a human?
Yes. Simply tell us where to transfer the calls and during what hours your team member will be available, and the voice agent will make live transfers.
What channels does your lead follow-up use?
Text, email, and ringless voicemail.
How much flexibility do I have in scheduling lead follow-up?
Lots. Simply tell us what you are doing now and what you want to substitute. We will design your follow-up automation to go out at your recommended cadence and for the time period you request (within reason).
Can the follow-ups be tailored to fit our firm’s branding and tone?
Yes. We are happy to customize them as requested.
How many custom GPTs are in your marketing collection?
We provide five: video scripts, website articles, FAQs, educational booklets, and emails.
Can you integrate your automations with my CRM?
Sorry, but we cannot. Our low price does not accommodate that work, as it varies wildly in time required from platform to platform.
What specialties do you have practitioner-drafted content for?
Asset protection, bankruptcy, business litigation, criminal law, drunk driving, employment law, estate planning, family law, personal injury, and Social Security disability.
