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]"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
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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