How to use these: Each script is an AI prompt. Paste it into ChatGPT (or any AI tool), fill in the bracketed fields with your firm's details, and you'll have a polished, professional message in seconds. Suitable for email, SMS, or phone scripts depending on the type.
Note: These are communication templates — not legal advice, legal document drafts, or attorney-client engagement materials. Always review AI-generated client communications before sending. Nothing here constitutes the unauthorized practice of law.
Same-Day Web Lead Response
Pro tip: Speed is the differentiator. Set up a Zapier or Make.com trigger so this email fires within 5 minutes of form submission — even nights and weekends. Response rates drop by 80% after 1 hour.
Free Consultation Reminder (Email)
Pro tip: For phone or video consultations, send a second reminder 30 minutes before as an SMS. "Your call with [Attorney] is in 30 minutes — here's the link: [link]" has essentially zero character count and nearly eliminates tech-related no-shows.
Pending Document Nudge (Email)
Pro tip: Sequence three nudges: Day 1 (friendly reminder), Day 4 (added urgency), Day 7 (call from attorney or paralegal). Clients who need three touches before providing documents almost always need a personal call on Day 7 — don't skip it.
Proactive Case Status Email
Pro tip: Block 15 minutes every Friday to batch-generate status updates for all active clients. One afternoon per week eliminates most inbound "checking in" calls and positions you as the most communicative attorney your clients have ever worked with.
Post-Matter Google Review Request
Pro tip: Ask only on positive outcomes. For matters that resolved in ways the client may not be thrilled about, a review request can backfire. Use judgment — a grateful client who got 80% of what they wanted is still a great candidate; a client who feels let down is not.
Past Client Referral Ask
Pro tip: Send referral emails on a rolling 6-month and 12-month cadence post-matter close. A client who referred you once is likely to do it again if you stay top of mind. Track referral sources in your CRM to know who your best referrers are.
Cold Lead Re-Engagement (30–90 Days)
Pro tip: Send this at the 30-day, 60-day, and 90-day marks with slightly different messaging. The 90-day message can add a mild urgency note (statute of limitations, deal changing, etc.) if applicable to the practice area — but only if it's genuinely true. Never manufacture urgency.
Want This Running Automatically?
These scripts are a starting point. We build fully automated AI intake and communication systems for solo attorneys and small firms — intake calls, document nudges, status updates, review requests, and referral campaigns running on autopilot.