We build consent capture into forms and honor opt-outs automatically, in both English and Spanish, including ALTO and PARE. Your consent policy is yours; see /legal/advertising-compliance/.

Automations

The retainer went out Tuesday. Who followed up Thursday?

Sequences that reply within a minute, chase the intake form, remind before the consult, and re-send the retainer until it is signed or declined. Every message is a template your attorney approved, written to fit the Florida Bar’s advertising rules, in the language the person used.

Book a demo See pricing

BEFORE / AFTER

Follow-up today, and after

Today	With LegalCRM.pro
A new inquiry waits for someone to have a free minute	An approved reply goes out within a minute, in their language
The retainer is emailed once and forgotten	The retainer link is re-sent on a schedule until it is signed or they say no
A no-show for the consult gets a shrug	A rebooking offer within the hour
Whoever writes the text decides what it promises	Every message is a template an attorney approved, written to Chapter 4-7
Follow-ups go out whenever someone remembers	Scheduled follow-ups hold quiet hours, 9 PM to 8 AM; only the immediate reply to an inbound message goes out at night

HOW IT WORKS

Trigger, send, follow, stop

1
A trigger fires: a form is submitted, a call is missed, a consult is booked or missed, a retainer goes out and is not signed, a matter closes.
2
The matching sequence sends in the language the person used. Every message in it is a template an attorney at your firm approved in advance, and none of them evaluates the case, quotes a fee, or predicts a result.
3
It follows up on the schedule you set, with the retainer link, the reminder, or the check-in, until there is an answer.
4
It stops the moment the person replies, books, signs, or opts out. STOP, ALTO, and PARE all work, across every sequence at once.

THE SEQUENCES WE SHIP

The seven sequences every build ships with

First reply	Within a minute of a form, text, or missed call, any hour. Confirms the firm can help and offers a time.
Intake form chase	Sends the case intake link, with the conflict-check fields, and reminds until it comes back
Consult reminders	24 hours and 2 hours before, with a reschedule link in their language
No-show recovery	A rebooking offer within the hour, once, then a human task
Retainer follow-up	The engagement agreement re-sent on a schedule, then a check-in from a person, until signed or declined
Not yet	For people who consulted and are still deciding, a monthly check-in, plain and unpressured
Matter closed	A thank-you, and a review request only where your firm has decided that is appropriate under Rule 4-7

DETAILS

The rules the sequences run under

Stop on reply, on booking, on signing, and on opt-out, in every sequence, by default

Scheduled sends hold quiet hours, 9 PM to 8 AM; the first reply to an inbound message is a response, not a scheduled send

Every sequence exists in English and Spanish, written, not machine-translated

An attorney approves every template before it can send, and the approval is on record

Branching by practice area, matter type, fee arrangement, source, and language

Nothing in the library promises a result, quotes what a case is worth, or reads as legal advice

BY VERTICAL

What the sequences chase in each practice area

The engine is the same. What it is chasing is not: a signed retainer, a set of documents, a decision, or a phone call at 2 AM.

Personal Injury

A first reply written for someone who was hurt today: plain, calm, no exclamation points, and no mention of what the case might be worth. Then a retainer sequence built for speed, because the signed agreement is the whole race.

Immigration

A document-collection sequence in Spanish: the list of what to bring, reminders before the consult, and a deadline-aware nudge when a filing window or hearing date was captured on intake.

Family Law

Consultation follow-up paced over weeks, not days, in a tone that reads as a person checking in rather than a firm chasing. Any stated emergency on intake skips the sequence and goes to an attorney.

Criminal Defense

The missed-call text-back is the sequence that matters. An in-custody or imminent-hearing flag on the first touch escalates to an attorney instead of into a queue.

SOUTH FLORIDA

This market inquires at night and in Spanish. The first reply has to go out at 9:41 PM, because that is when the form came in and the person is still deciding; the retainer reminder has to wait until 8 AM, because a scheduled text at 2 AM is a quiet-hours problem and a bad look. The sequences make that distinction on their own.

The Spanish is written by people who live here. A follow-up that reads as machine translation tells the family the firm stopped caring after the first message, which is exactly the moment a competing firm’s text arrives.

What the sequences feed

Feature AI Voice Receptionist Feature Reporting Industry Criminal Defense Industry Immigration Locations South Florida

FAQ

What firms ask about the sequences

Only if you write it that way. You approve every message; we write the first draft in your voice.

Read the templates before anything sends.

Thirty minutes. We walk through the seven sequences for your practice area, in both languages, and show you the approval step your attorney signs.