Legal & professional services
Law firms finish every matter properly, and win the next one.
Closing files by hand, key dates buried in old matters, and no idea which marketing brings paying clients.
Where the week goes
The three jobs that eat your week.
- Missed follow-ups
Key dates buried in closed files
Lease options, will reviews and power of attorney reviews land in the client’s calendar, not lost in the archive.
How it stops - Double handling
Closing a file in five places
Final checks, the closing letter, the archive and the referral record done in one pass.
How it stops - Chasing people
Past clients you never hear from again
With consent, past clients get a closing pack and hear from you when their next key date comes up.
How it stops
A worked example
When a matter is closed.
9 things happen on their own, across 8 systems.
Each step is marked
- Rule
- Plain business rules
- AI
- Drafted by AI, approved by your team
- Built in
- Your software already does it
-
Practice software
Closing and trust checks for approval
Step type: Rule -
Letter
One-page summary drafted
Step type: AI -
Archive
File archived with a 7-year review date
Step type: Rule -
Calendar
Client’s next key date in their calendar
Step type: Rule -
Email
Will safe-custody note sent
Step type: Rule -
Reviews
Review request, where appropriate
Step type: Rule -
Email
Referrer thanked, with consent
Step type: Rule -
Email marketing
Newsletter, with consent
Step type: Rule -
Report
Referral source updated
Step type: Rule
And it keeps watching
Matters, not clicks.
Paid matters report back to Google Ads, so you see the real cost of each paying client.
Works with what you already use
Actionstep, LEAP, Smokeball, Campaign Monitor, Mailchimp and Google Ads, and most tools with an API.
Not quite your business?
Start with the job instead:
