Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Following up on your consultation with {{firmName}}
Thank you for meeting with us. Here's a summary of what we discussed and recommended next steps.
Case update: {{caseReference}} — {{statusSummary}}
An update on your case. Here's what happened and what comes next.
{{firmName}} Legal Update: {{newsletterTopic}}
This month's legal insights: {{newsletterSummary}}
{{clientName}}, would you share your experience with {{firmName}}?
Your case is resolved. A quick review from you would help others who face similar situations find the help they need.
Best Practices
Follow up within 2-4 hours of a consultation — speed signals competence in legal services
Include a time-sensitivity note when deadlines like statutes of limitations apply
Case updates should always include 'What happened' and 'What's next' sections
Legal disclaimers are required — include them in every email footer
Newsletters should translate legal changes into plain-language implications for readers
Wait 7-14 days after case resolution before asking for testimonials — let the relief settle in
Common Mistakes
Generic follow-ups that don't reference the specific consultation discussion
Vague case updates that don't explain what happened in plain language
Legal jargon in newsletters — your audience is not other lawyers
Asking for testimonials during active cases or immediately after resolution
Missing legal disclaimers or attorney advertising notices
Sending case updates to anyone other than the client — confidentiality is paramount
Subject Line Examples
Timing & Performance
Personalization Tips
Legal clients make their decision during the gap between the consultation and the engagement letter. A prompt, professional follow-up that summarizes what you discussed, outlines clear next steps, and includes any relevant deadlines can be the difference between retaining a client and losing them to the attorney who responded faster.
These templates address the full client lifecycle for law firms. Consultation follow-ups that convert prospects. Case status updates that reduce the phone calls asking "what's happening with my case?" Legal newsletters that keep past clients and referral sources engaged. And testimonial requests that build your online reputation after successful outcomes.
Every template includes the professional tone and legal disclaimers that law firm communications require. Customize them for your practice area, jurisdiction requirements, and firm branding, then let automation handle the follow-up while your attorneys focus on practicing law.
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