Automated Lead Follow-Up

Your plan follows them home.

Most consultations are lost in the gap between interested and booked. The system closes that gap for you: instant response, steady reminders in your voice, and a clean stop the moment they book or reply. The leads you already paid to capture finally turn into appointments.

0 secfirst touch goes out the moment the lead comes in
100%of leads get every touch. Nobody slips because Tuesday got busy
1 replyis all it takes to stop the sequence. No awkward double-texts
The Problem

You always mean to follow up. Then Tuesday happens.

A lead comes in while you’re in a consultation. You flag the email, planning to reply tonight. Tonight becomes Thursday, Thursday becomes “is it weird to reply now?”, and by then they’ve hired whoever answered first.

It’s not a discipline problem. It’s a systems problem: follow-up is repetitive, time-sensitive work, and it’s competing with the actual practice of law. That’s exactly the kind of work a system should own. Every lead it saves is a client you already earned once and almost paid to lose.

Inside The System

Persistent as a good assistant. Polite as one, too.

Here’s what a lead actually receives, starting the second they come in and ending the second they act.

The first touch lands before they’ve closed the tab

Not a “we received your inquiry” auto-reply. A personal viewing plan built from their question, with your videos and a booking button. Value first, so every reminder after it feels earned instead of endured.

Follow-up email: 'Your viewing plan from Smith Estate Law' with three recommended videos and a Book Your Consultation button
Sent automatically, seconds after Karen asked her trust question.

Then the sequence takes over

Spaced touches across text and email, each with a reason to come back, until the moment they act. Then it stops. Instantly.

Minute 0
Email · Viewing Plan
Your viewing plan from Smith Estate Law
Hi Karen, here’s the plan we built for your trust question, ready when you are.
Day 1
Text Message
Hi Karen, it’s Smith Estate Law. Did the videos answer your after-acquired property question? Happy to walk you through it. You can grab a time here.
Day 3
Email · New Angle
The 3 documents most families are missing
A short one: most people who ask about trusts are missing at least one of these. Worth two minutes before we talk.
Day 7
Text Message
Karen, no rush at all. Your consultation link stays open. If it’s easier, reply here and we’ll call you instead.
Karen books her consultation → the sequence stops. Instantly. The moment a lead books or replies, every scheduled touch is cancelled and you’re notified. Persistence without pestering: nobody gets a reminder for a meeting they already scheduled.
How It Works

Your best follow-up habits, made automatic.

Instant first response

The lead that comes in during your deposition gets answered during your deposition, with real value, not an autoresponder. The firm that responds first usually wins, and now that firm is always yours.

Steady, spaced reminders

Touches across text and email over days, each with a fresh reason to engage: a new video, a different angle, an easier way to respond. Never spammy, never silent. Most deals close on the follow-up nobody feels like sending.

A clean stop, every time

Booking or replying halts the sequence instantly and alerts your team. The handoff from automated to human happens at exactly the right moment: when the lead is warm and your time is finally worth spending.

Sequences spec’d to your firm

Different tracks for different lead types, because estate planning moves slower than injury law. Timing, channels, and wording are tailored to your practice, in your voice, so leads never feel a robot took over.

Included in

Growth · $997/mo  (follow-up, campaigns & CRM)
See plans & pricing →

Never lose another lead to a busy week.

Book 30 minutes with Drew. Tell him what happens to a lead at your firm today, and he’ll map the sequence that makes sure none go cold.

Book a Call
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