Past Client New Legal Needs
Periodic outreach to past clients about additional legal needs — estate planning for PI clients, business law for divorc
What This Automation Does
How It Works
Quarterly Outreach
Past clients by practice area
Email: Cross-Sell
Subject: "Legal Needs Change — We're Here" — Related practice areas (e.g., PI client → estate planning, divorce → real estate, business → IP)
SMS: Check-In
"Any new legal needs? As a past client, you get priority scheduling: {{link}}"
Interest?
Click or reply tracking
Warm Handoff
Route to appropriate practice area attorney
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
$350
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
All automated communications are consent-based with opt-out compliance.