5 Ways Lexicata Email Templates Help Lawyers Get More Clients

So much communication happens via email that many lawyers practically live in their inboxes. You might feel like you can’t possibly send more emails than you already do on a daily basis. But if you are hoping to grow your law practice, you may not have a choice. Email is still probably the best way to keep in touch with other professionals in your network, and to nudge potential clients toward hiring you. Luckily, you can use software to automate the process of drafting these emails to save time and hassle. In this post, we share 5 ways that Lexicata email templates can supercharge your practice and bring you more clients.

How to Use Lexicata Email Templates to Get More Clients

Not having the time to send follow up emails is not a good excuse for why you aren’t checking in with potential clients and referral sources on a regular basis.

Lexicata gives you the ability to create unlimited email templates that can be used for a variety of purposes. You can create and manage these templates from your email settings, and then send them out to any contact in your CRM database with just 2-3 clicks.

By automating the drafting process, you can save time while still maximizing the number of touch points needed for proper business development and client retention.

Below are the top 5 ways that Lexicata email templates can help with this process.

1. Following up after initial contact with a potential client

Any time a new potential client is introduced to you, whether they call your office or submit a contact form on your website, you should be following up with an email.

It may seem insignificant, but this is one of the most critical times to proactively follow up with people, especially considering that they may be interviewing other lawyers at the same time.

When they see that you are on top of it and quick to respond, they’ll gain trust and feel confident that you can help them.

What the emails should say

The content in this email may depend on the source of the potential client and what happened in the initial interaction.

If they came through your website, you should let them know that you received their request and that you’ll be calling them as soon as possible (assuming you don’t have time to call immediately, in which case you should do that instead).

If you have talked to them on the phone already, then a simple “thank you and next steps” email will suffice. Let them know that it was a pleasure speaking with them, and that you’ll follow up shortly regarding next steps.

2. Appointment confirmations and reminders

Potential clients missing their appointments is one of the biggest bottlenecks that can prevent you from being hired.

By following up via email to confirm the appointment as soon as it has been scheduled, and to remind the client a few hours before it starts, you will maximize the chances that the person actually shows up.

Not only does Lexicata enable you to build custom email templates for this, but you can also schedule the reminder email to go out automatically so you don’t forget to do it.

What the emails should say

These emails should be short and sweet, but you will definitely want to include a couple of pieces of information:

  • The date and time of the appointment
  • Directions to your office (if it is in person) or the call-in number (if over the phone)
  • Any information the client should prepare ahead of time

Another good idea that can help “warm up” the client before a consultation is to send along any related content that might be useful. For example, you might send a blog post or article highlighting some of the legal issues the client may face and the associated risks.

This will get them in the right frame of mind before meeting with you, and help you close the deal.

3. Reminders about incomplete tasks

There are certain steps that every client will have to complete during the onboarding process. For example, submitting their information through an intake form and signing a fee agreement are two important tasks that

These steps are necessary, but can also serve as barriers to being hired. Luckily, you can stay on top of people and nudge them toward completing these steps by using Lexicata’s automated email reminder system.

You can create custom email templates for these reminders and trigger them to be sent out at any point in the future. Also, the emails will only be sent if the item is still pending. If it has been completed already, the email will be canceled automatically.

What the emails should say

The thing to emphasize in these emails is why it’s necessary for the person to complete this step before working with you. Let them know that you won’t be able to start doing any work or take on their case until they have completed the task at hand.

Also, encourage them to contact you with any additional questions or concerns they may have. This will reassure them that you have their best interests in mind.

4. Re-engaging potential clients who have gone cold

Frequently, potential clients may get cold feet when hiring a lawyer. Legal services are very expensive for the average person, and the benefits aren’t always clear cut.

If someone has stopped responding or gotten “stuck” anywhere in your intake process, it’s important to keep following up with them. If you don’t, the chances of them coming back on their own are pretty slim.

By re-engaging them with emails, you can continue to nurture the relationship, ease their concerns, and encourage them to pull the trigger and hire you.

You can even automate this process by using drip emails, which are scheduled to go out automatically. Learn more in our post about the benefits of drip emails for lawyers.

What the emails should say

With re-engagement emails, you will want to be a bit more creative with your content. Ideally you can have a variety of different templates depending on different circumstances.

Some emails might just be short and to the point, just to quickly check in and see if the person has given any more thought to moving forward. Some might highlight your professional accolades and experience. Others might be more educational in nature and include helpful content and links to your blog or website.

The more you can keep prospects engaged and stay top of mind, the more likely they will be to come back to you and take the next step. Try out different approaches, and see what resonates with people most.

5. Nurturing relationships with referral partners

Most lawyers get a large percentage of clients from referrals, which makes professional networking a key strategy for law firm growth.

But networking isn’t always easy. You might meet a lot of people, but it can be a challenge to maintain these relationships and keep in touch over the long haul.

Using Lexicata’s contact management tools along with our customizable email templates, you can be sure that your contacts will be properly organized so you know who to follow up with and what to say. Plus, the emails can be triggered in a matter of seconds so it won’t take valuable time away from other tasks.

What the emails should say

There are a couple of effective strategies for reaching out to potential referral relationships:

  • Send updates about your firm, e.g. we hired a new associate, we won an award, or we just settled a major case
  • Ask how they are doing and get updates about their businesses
  • Refer one of your clients to them for services you can’t accommodate
  • Ask to get together and grab coffee or lunch to catch up

Just be sure that the messages are authentic and that you indicate a desire to maintain a working relationship. The better job you do of keeping in touch, the more likely they will think of you next time they have a client to refer.


Yes, email takes up a large amount of lawyers’ time as is. But if you are looking to build your law practice and grow your client base, you will need to put a little extra effort into nurturing potential clients and referral relationships.

By using Lexicata email templates, you can automate the drafting of important follow up emails, turning what would otherwise take 3-4 minutes into a matter of just 2-3 clicks of a mouse.

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