New Lead Intake Confirmation
Acknowledge inquiry and drive consultation booking.
3 emails5 daysTrigger: Intake form submitted
Email 1: We received your request
Send after 0 days
Hello {{client_name}},
Thank you for contacting {{firm_name}}. We have received your inquiry and a member of our team has reviewed the information you submitted.
The next step is to schedule a consultation so we can better understand your situation and explain how our process works.
You can schedule a consultation at a time that works best for you using the link below:
{{scheduling_link}}
If you have any immediate questions or prefer to speak with someone by phone, you can reach our office at {{phone_number}}.
Please note that this message is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed unless and until a written agreement is signed.
Best regards,
{{firm_name}}
Email 2: Next step: schedule your consultation
Send after 2 days
Hello {{client_name}},
We wanted to follow up regarding the inquiry you submitted to our office. If you are still interested in moving forward, the next step is to schedule a consultation.
You can choose a time that works for you here:
{{scheduling_link}}
If you have questions about the process, our office can be reached at {{phone_number}}.
This email is not legal advice and does not create an attorney-client relationship.
Kind regards,
{{firm_name}}
Email 3: Checking in before we close your request
Send after 5 days
Hello {{client_name}},
We are checking in one last time regarding the inquiry you submitted. If you would still like to speak with our office, you can schedule a consultation using the link below:
{{scheduling_link}}
If we do not hear back, no further follow-ups will be sent. You are always welcome to reach out again if your situation changes.
This message is informational only and does not constitute legal advice.
Sincerely,
{{firm_name}}