How Law Firms Can Utilizing SMS & Marketing Automation to Qualify Leads


Your law firm should be adept enough to utilize the best tools available in qualifying leads for your organization. Since SMS texting  is one of the best  method of connecting with different audiences, knowing how to navigate this process can make a huge difference in getting leads and converting them to sales.

In marketing automation, it’s all about using your CRM to improve the leads you receive, who you target and convert into revenue. When used effectively, both can significantly increase your ROI.

Here are a few suggestions:


Digital marketing services

Make sure you have permission

Do not randomly send text messages to individuals who have not indicated their interest in your brand or organization. Make sure the person has opted into your system, and not the other way around.


As a law firm, you can create a mobile keyword for each practice that you offer.

For example:

Text Bankruptcy to 99000

With this strategy, you get to segment your leads based on their interest. Now you can send the right message to the right audience every time.

Keep messages short

One of the best ways to get quality leads is to keep your messages short enough to gather interest that can only be obtained if they do more to find out what’s being offered.

Make the message clear

Keep your messages simple and crystal clear for your audience. You want to make sure they understand what you are trying to say.


Utilize the beauty of time

Timing is important when sending SMS messages. Make sure you start sending text messages after you make contact through some other channel and follow up when you get a response.


Mobile Marketing Automation

Use the system to get good leads

When using the system, make sure to grade the leads to determine which ones should be utilized by the sales team. Have specific benchmarks to keep the leads and their time, effective.


Don’t give up on your leads

The sales team should nurture and communicate with prospective buyers throughout the entire sales process for those who have passed through the system and been deemed a good lead.


Keep your messages relevant

Create one-to-one communications through SMS for your leads based on product interest to keep them engaged. Once you have made contact, keeping them engaged is key to improve interaction and click-through.


Have an end goal

You won’t be able to determine whether or not your sales team is qualifying leads the right way unless you have a benchmark and standard to use. Determine what you want your ROI to be and formulate your direction.

You want to be able to tie your message back to any campaigns your sales team used to see which ones have the highest impact. This will also help in determining marketing spend, and gives you leverage on the types of qualifying leads that should get your efforts.

Companies like Bath & Body Works, Starbucks, Allstate Insurance Company, Ashley Stewart, Macy’s and other big name brands utilize these steps for their sales and marketing teams to work together to get leads that will convert into results.

Your law firm can do the same to keep your information fresh, while gathering additional data that will prove useful when reaching out to your leads.

Use both of these tactics to reach your intended audience, gather leads that will have a return on your investment, and ones that can be converted into sales for maximum results.

Here’s another pro tip. You can use SMS marketing automation to manage your clients throughout the legal process.

You can setup automation to do the following:

  • Appointment reminders
  • Collect important documents via MMS
  • Send courthouse address and driving directions
  • Remind client of next step in the legal process

Once the campaign is created, all you need to do is give them their own unique keyword to trigger it.

Have the client text JohnDoe to 99000.

The use case for SMS for law firm is endless. With some creativity you can use it build your business and grow your law firm all on autopilot.

Author Biography

Sophorn Chhay

sophornSophorn is the marketing guy at Trumpia, the most complete SMS software with mass sms messaging, smart targeting and automation. Jumpstart your business by grabbing your free copy of his powerful Mobile Marketing Success Kit. Watch Trumpia’s 5-Minute Demo on how to execute an effective mobile marketing strategy.


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