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
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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