Past Client Annual Legal Checkup
Annual outreach to past clients offering a complimentary legal review — estate plans, business contracts, or changed circumstances — to surface new matters and generate repeat business.
What This Automation Does
How It Works
Annual Check-In Due
One year after case closure — automated calendar trigger activates annual checkup sequence
Annual Outreach Email
"It's been a year since we resolved your [matter type]. Life changes fast — we'd love to offer you a free 20-minute legal review."
Booking Link
Direct calendar booking link for 20-minute complimentary review included in email
7-Day Follow-Up SMS
"Hi [client] — did you see our email about a free legal checkup? Would love to catch up. [link]"
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
Annual checkup outreach to past clients is permissible under ABA Model Rules. Must include firm name and clear indication of purpose.
SMS requires continued consent. Include opt-out option on all messages.
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