Automations for law firms
Past customer win-back for law firms
Finds people who haven't been back in a while and sends a personal reminder. For law firms, it matters most while you're in court or on a client call. The usual trouble: potential clients call once, get voicemail and call the next firm.
What this fixes for law firms
Potential clients call once, get voicemail and call the next firm. Nobody at a two-partner family law firm signed up for that part of the job, and the win-back flow handles it.
What it looks like in practice
Imagine a two-partner family law firm. Every week the workflow finds clients whose last visit was a while ago in MyCase. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for law firms
Here is how the win-back flow runs day to day for law firms.
- A workflow checks MyCase for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
You keep working in Clio, MyCase and Outlook. The win-back flow sits alongside, built with n8n, Twilio and Klaviyo.
Questions from law firms
Does the win-back flow work with Clio?
It depends on your Clio plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the win-back 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.
What will my clients see?
They'll see a personal message reminding them you're there. I write the wording with you so it sounds like your law business, and you approve it before launch.
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