Legal marketing: confirm referral replies with tailored SMS

Digital marketing managers miss referral confirmations, leaving prospects unsure and stalling client intake. Send tailored SMS replies and update contact records so prospects get prompt acknowledgement and clear next steps.

Overview

Legal marketing loses referrals when confirmations don't arrive. This workflow captures yes/no/si replies, sends tailored SMS confirmations, and updates your CRM so prospects receive prompt acknowledgement and clear next steps. The result is fewer lost referrals, cleaner contact records, and faster handoffs to intake.

Notable Features

Send tailored SMS confirmations
Tag contacts by response type
Create follow-up tasks in CRM