Automations for law firms
Lead follow-up sequence for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: potential clients call once, get voicemail and call the next firm. This lead follow-up flow takes that job off your plate. Polite, spaced follow-ups for leads who went quiet, stopping as soon as they reply.
Why law firms ask for this
- Potential clients call once, get voicemail and call the next firm.
- Intake questions are asked again on every consultation call.
What it looks like in practice
Picture a small immigration practice with one paralegal. A client asked for information two weeks ago and went quiet. They get a short follow-up after three days and another a week later with something useful. On the second message they reply, the sequence stops and you're notified.
How it works for law firms
Once the lead follow-up flow is running for a small immigration practice with one paralegal, this is the sequence.
- A lead in your CRM has had no reply.
- A short follow-up goes out after a few days.
- Further messages are spaced out and vary in content.
- Any reply stops the sequence and alerts you.
- Cold leads are tagged for later.
Tools it connects to
You keep working in Outlook. The lead follow-up flow sits alongside, built with n8n, HubSpot and Gmail.
Questions from law firms
Does the lead follow-up flow work with Outlook?
Often, yes. Before building the lead follow-up flow I check your Outlook account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the lead follow-up flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for law firms?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real consultations and messages, so nothing goes live until it behaves the way you want.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built