Referral Source Appreciation Campaign
Keeps the firm top-of-mind with referring attorneys, doctors, and financial advisors through monthly touchpoints, case outcome updates, and appreciation gestures.
What This Automation Does
How It Works
Referral Received
New referred client added to CRM — referring source categorized as attorney, physician, or advisor
Thank-You for Referral
Personalized thank-you with intake confirmation and commitment to update source on outcome
Monthly Touchpoint Sequence
Monthly email with firm news, recent wins (no client-identifying info), and practice updates
Case Outcome Notification
When referred case resolves: notify source of outcome (with client permission)
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
Case outcome updates must not disclose confidential client information without written consent. Referral fee arrangements must comply with applicable bar rules.
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