Three Ways to Automate Email Marketing With Your CRM


What’s Inside?

At its core, your law firm is a business. And like any business, it needs a solid marketing strategy to grow. But between client matters, legal research, and a seemingly endless to-do list, it can be tough to put your marketing strategy anywhere but on the back burner.

Ask yourself the following questions:

1: Automated welcome emails

Welcome emails create a solid first impression of your firm. If a client completes a contact form, a legal CRM can automatically send a thank you message that lets them know when they’ll hear from you, laying the foundation for a strong relationship.

2: Automated text and email messages

With legal CRM, you can send automatic follow-ups and reminders to clients via text or email—whichever they prefer. (And no, “automatic” does not mean “impersonal!”)

3: Email drip campaigns

Stay top-of-mind with prospective clients (and even leads that have gone cold) with automated email drip campaigns. Customizable emails allow you to enhance brand awareness and promote returning clients.

CosmoLex’s legal CRM gives your firm an edge in marketing outreach by ensuring that every lead is nurtured properly from start to finish—freeing up your team for high-value work.

Ready to see what CosmoLex can do for your marketing strategy? Schedule a demo today.

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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

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