For small law firms: keep new clients in onboarding emails

Criminal defense attorneys lose client trust when onboarding emails are missed, risking intake and case timelines. Zapier adds clients to onboarding lists so intake starts.

Overview

Small law firms risk losing client confidence when initial onboarding messages are missed, threatening intake and case timelines. This workflow adds or updates clients in your email audience and enrolls them into onboarding sequences so intake starts promptly, with firms reporting fewer missed follow-ups.

Notable Features

Create or update contact records
Enroll clients into onboarding sequences
Notify assigned attorney of enrollment