Communication & Client Follow-upsPurpose
1.2. Enhance consistent client communication, automate follow-ups, reduce human errors, and ensure clients remain informed throughout all case stages via automated messages.
1.3. Automates information relay between legal teams and clients, automating notification of filings, changes in status, automated scheduling of consultations, and automating document submission reminders.
Trigger Conditions
2.2. Automated triggers on status change in case workflow—filing, approval, rejection, new court dates.
2.3. Automated deadline and appointment reminders, automatedly initiated one week and one day prior.
2.4. On upload or missing key documents, trigger automates email/SMS request to client.
2.5. Bill issued, due, or payment received—automator sends automated payment reminders or confirmations.
Platform Variants
• Feature: Programmable Messaging API—automates SMS sending; sample: POST to /Messages with client number, case status template.
3.2. SendGrid
• Feature: Mail Send API—automates templated emails; sample: POST to /mail/send with dynamic fields.
3.3. Mailgun
• Feature: Messages API—automates personalized email dispatch; sample: POST to /v3/messages with variables.
3.4. Nexmo (Vonage)
• Feature: SMS API—automates SMS for deadline alerts; sample: POST to /sms/json with legal message text.
3.5. Plivo
• Feature: Message API—automates reminder SMS; sample: POST to /v1/Account/{auth_id}/Message/.
3.6. ClickSend
• Feature: Email to SMS API—automates case updates as SMS; sample: POST to /v3/sms/send.
3.7. Amazon SES
• Feature: SendEmail API—automator for email updates; sample: SendEmail call with legal template.
3.8. Mandrill
• Feature: Messages/send-template—automates mass or single-use client notifications.
3.9. SMTP2GO
• Feature: SMTP API—automates system-originated emails with SMTP credentials configuration.
3.10. SparkPost
• Feature: Transmission API—automates transactional legal emails.
3.11. SignalWire
• Feature: Messaging API—automates compliance SMS updates; sendMessage function.
3.12. MessageBird
• Feature: SMS API—automates multi-channel messaging including WhatsApp and SMS for urgent matters.
3.13. ActiveCampaign
• Feature: Automations—automates conditional follow-ups by journey; recipe for Bankruptcy Assistance.
3.14. HubSpot
• Feature: Workflow Automation—automates email task sequences based on case pipeline stages.
3.15. Zoho CRM
• Feature: Blueprint Automation—automates SMS and email reminders for document submissions.
3.16. Salesforce
• Feature: Process Builder—automates trigger-based notifications for legal milestones.
3.17. Pipedrive
• Feature: Workflow Automation—automates personalized messaging at pipeline updates.
3.18. Intercom
• Feature: Series—automates client onboarding messaging and status notifications.
3.19. Slack
• Feature: Incoming Webhooks—automates internal staff notifications for missed client communications.
3.20. Google Workspace (Gmail API)
• Feature: Users.messages.send—automates emails sent from law firm addresses via scripts.
3.21. Outlook 365
• Feature: Graph API (sendMail)—automates follow-up sequences using flow automator.
3.22. Aircall
• Feature: Automated Call and SMS Workflows—automating client reminders and missed call follow-ups.
Benefits
4.2. Reduces missed deadlines by automating time-sensitive notifications and alerts.
4.3. Increases client satisfaction, automating transparency and clarity in communications.
4.4. Ensures compliance by automating record-keeping of all contact.
4.5. Automator offers rapid onboarding for changes in communication templates and legal updates.
4.6. Enables automatable tracking and reporting on communication deliverability and client engagement.