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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:

  1. Am I automatically following up with potential leads?
  2. Am I using the right method to communicate with clients?
  3. Can I create custom, logic-based intake forms?
  4. 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.

Download the Checklist Now

What Happy CosmoLex Users Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co.


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

See how CosmoLex can improve your law practice!