Examples of Successful Legal Marketing Automation Campaigns

Whether your legal arena is personal injury, criminal defense, mass tort, immigration law, or some other focus, you know that the competition is fierce both in terms of simply getting your firm found and then creating the right kind of client relationship that will bolster loyalty and encourage engagement. Thankfully, legal marketing automation can be the tool you use to take your firm up a level and create the right kind of reputation as a firm that cares, all with little time investment from you as a firm. Read on to learn more: 

What is Legal Marketing Automation? 

Before looking deeper at examples of great legal marketing automation, it’s helpful to define the process itself. Automation nowadays seems to be everywhere, from automated garage doors to smart thermostats and beyond. Even the legal field has been transformed by automation, which brings us to the topic at hand. What is legal marketing automation? Well, to put it simply, it is software that helps you automate various time-consuming tasks associated with running a successful law firm. This can include many types of automation, which, of course, you have the ability to personalize and alter to meet your needs and preferences. However, operating a law firm without legal automation in today’s digital arena is pretty much impossible, at least when you are attempting to do it successfully. 

Examples of Successful Legal Marketing Automation 

There are many options when it comes to legal marketing automation. However, at Law Ruler, we have compiled a helpful list of some of the most successful examples that you should want to learn more about. These key elements make running a successful law firm much easier in today’s competitive market. Read on to learn more about these specific tools or varieties of automation:  

Drip Campaigns

This might be categorized as an email drip campaign, but it is different from a mass email list that sends out content randomly to a content list. Instead, this is purposefully designed messaging that sends out prescheduled messages to potential clients to follow up. It can be designed to follow up after an inquiry request, or it can include messaging about your team members, and your legal area of expertise, or even sharing success stories or testimonials. It keeps your firm top-of-mind and ensures that a client never falls through the cracks. These drip campaigns can also have an immense impact on clients affecting them during the ever-important decision phase of the legal process. In other words, if they haven’t decided what legal firm to go with for their case, then a well-timed message could make the difference and show that your firm is up to the task. We understand that you are busy with casework and accomplishing all sorts of tasks daily to fight on your client’s behalf. Therefore, automated drip campaigns can be a lifesaver as they help guide potential clients through your onboarding process, even prompting them to fill out forms, or provide signatures. 

Text Messaging Marketing

While engagement or communication through email might be your first thought when considering automated marketing, text messaging can be just as, if not more, beneficial. In fact, some 98% of all text messages are read by prospects or clients, which makes them an extremely successful way to communicate. In addition, you can personalize text messages and even send them from the convenience of your desktop. Share pictures, videos, texts, or even emails via text messaging to promote even more client engagement. Easily create SMS messages for your clients, including but not limited to handling all the following tasks: 

• Follow-ups: After initial inquiries, or to encourage the next steps in the onboarding process. 
• Consultation Information: Key information like the time and place that you will be meeting. 
• Appointment Confirmations: This is immensely helpful to ensure that your clients are on the same page as you and understand where they need to be and when. 
• Court Date Reminders: Missing a court date can cause many issues for clients as well as your legal team. Sending out court date reminders helps you communicate this needed information to clients and remind them of these all-important dates. 
• eSignature Requests: When you need signatures on documents to proceed, this can be immensely helpful in getting you the necessary signatures to move forward in the legal process. 
• Trust Fund Replenish Requests: When you need to request funds, this text feature gives you an easy and unobtrusive way to get the message across. 

Voice Calling Campaigns

While email and text messaging are most certainly valid options for modern clients, voice messaging is still effective. Thankfully, you can combine the time-honored practice of sending voice messages with the modern technology of automation to get the best of both worlds. Use automated voice calling features to send pre-recorded voice messages to clients with built-in call tracking. This helps you automate follow-ups and even gives you the option of sending updates and appointment reminders easily. 

Automated Workflows

Keeping your entire legal team on the same page is key to sustained success. Thankfully, you can streamline your entire workflow through automated software, ensuring that everyone is working towards the same end goal and has access to vital information. This means you can track all your current clients and ensure that your entire legal team, including your marketing team, is on the same page. This automated system also helps you move clients through your onboarding process, prompting them to fill out contact information and important paperwork and to sign documents. With this type of automated workflow, your entire team can look at the status of any given client at a glance. This also cuts down on redundant administrative work that takes valuable billable hours away from a hardworking legal team.