CHECKLIST
Marketing Automation Checklist for Your Law Firm
Marketing Automation Checklist for Your Law Firm
What’s Inside?

A well-managed marketing campaign is key to attracting new clients and growing profits, but many small and solo law firms simply don’t have the time for a hands-on marketing strategy.

Marketing automation has been a game changer for many small firms, but some still aren’t taking full advantage of its benefits. If your law firm is struggling to meet client intake and profitability goals, it might be time to reevaluate how you’re using the tools at your disposal.

Ask yourself the following questions:

  • Am I automatically following up with potential leads?
  • Am I using the right method to communicate with clients?
  • Can I create custom, logic-based intake forms?
  • Am I using email drip campaigns to stay top-of-mind?

Acquiring new clients is only half the battle. Keeping them is just as important. Marketing automation features like email drip campaigns help you stay top-of-mind with all your contacts—so when they need legal services, your law firm is the first one they think of.

If you answered “no” to even one of these questions, your law firm is missing out on valuable resources. When you add a legal CRM to your comprehensive CosmoLex practice management software, you can use efficiency-boosting marketing automation alongside your daily practice management software.

Keeping firms connected to the people they serve.

7/10/2026

Legal Support Made Easy with CosmoLex

I like that CosmoLex is more legal focused, unlike ChatGPT. It really helps guide me through areas on legal paperwork I'm not familiar with, like personal ...

Verified User
Small-Business (50 or fewer emp.)
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7/1/2026

Streamlined Efficiency and Easy Setup with CosmoLex

I like how CosmoLex is streamlined for easy input and recall of documents. It saves time, money, and effort. The setup was like a breeze when we switched o...

Theodore Jemming
Legal Intern at Garcia Law, PLLC
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6/10/2026

Automation and Total Fluency for Legal Firms

I like that I can see everything in one place and it makes it easier for me to log hours directly from the emails I send, saving me time by automating some...

Marcia RL
Pre - Litigation |-/ Paralegal @ Ramos Law
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5/30/2026

All-in-One Client Portal That Streamlines Info, Billing, and Scheduling

Everything is in one place, which makes it easy to access client information, billing, and calendar details. The Client Portal also lets clients view their...

Verified User in Law Practice
Small-Business (50 or fewer emp.)
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4/21/2026

Streamlined Trust Accounting with Stellar Support

I really like the trust accounting feature in CosmoLex. I can reconcile all of my bank statements, including my trust account, within about two minutes per...

John Wicker
Small-Business (50 or fewer emp.)
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7/8/2022

Really Like This Program

I like that I can record time and disbursements without having to make an invoice right away. I also really like, that if I have a problem I can easily se...

Micheyl Reinhart
Small-Business (50 or fewer emp.)
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5/26/2022

Quick learning curve, easy to use, great customer service.

I like the user interface, it is very similar to the interface of other programs that are common in daily use. There are of course pieces of this system t...

Verified User in Legal Services
Small-Business (50 or fewer emp.)
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5/26/2022

The customer service at Cosmolex is like no other.

The customer service is very helpful. They are very responsive.

Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
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5/20/2022

Very easy to use and very efficient.

The ease to use the program. The program helps the law practice with managing cases.

Sheila Gilbert
Small-Business (50 or fewer emp.)
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5/17/2022

Great All-In-One Legal Software for Small Firms

Billing, Accounting and Practice Management in ONE software, no links that break.

Donna Brown
Small-Business (50 or fewer emp.)
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