For law firms, client follow-up automation projects generally cost between $3,500 and $10,000, depending on the complexity of your existing case management software and the depth of your follow-up needs. Foundational automations, such as post-consultation check-ins or retainer agreement reminders, begin at $3,500. We provide a fixed-price quote after a complimentary systems audit, so you know the exact investment upfront.
We conduct a comprehensive audit of your current client communication workflows, from initial inquiry to case resolution. This involves mapping out how your firm currently handles follow-ups for consultations, document requests, and payment reminders.
Our team designs and builds custom automation sequences tailored to your firm's needs, integrating directly with your case management system (e.g., Clio, MyCase) or CRM. We configure automated email and SMS reminders for court dates, document submissions, or post-settlement check-ins.
We provide your team with thorough training on managing and monitoring your new automated follow-up system. We also offer ongoing support and optimization to ensure your automations continue to perform effectively and adapt to your firm's evolving needs.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit