Learn how to create email campaigns that help you be top of mind for current and future clients. When it comes to marketing your law firm and growing your revenue, one of the most powerful and cost-effective tools you can use is email marketing. Why? It allows you to market to people in your network and keep them up to date with the latest events happening at your law firm. And that has the potential to build deeper relationships, drive repeat business, generate referrals, and more.

1. Leveraging Emails to
Engage Existing and
New Clients
Legal Marketing Masterclass Series

2. Housekeeping
● Session length: 60 minutes
● Use to engage with fellow meetup attendees
and select “everyone” in the dropdown
● Use to ask questions directly to panellists
● Please fill out the survey at the end of the session

3. Leveraging Emails to
Engage Existing and
New Clients
Legal Marketing Masterclass Series

4. 4
Agenda
● Meet the Panelists
● Audience Polls
● Nurture
● Transactional
● Awareness
● Additional resources
● Q&A

5. 5
Michael Chasin
Strategic Advisor
Clio
michael.chasin@clio.com
Patricia De Fonte, JD
Estate Planning With Heart ™
De Fonte Law
patricia@defontelaw.com
Today’s Speakers
Brent Harkins
CMO & Co-Founder
Cardinal Concepts
brent@cardinalconcepts.com

6. 6
Are any of your email
sequences automated?
a. No
b. Somewhat
c. Yes
d. I’m not sure

7. Prospecting

8. Nurture Emails
Nurture emails are sent to prospects to engage, educate,
and drive action.
These should be your most creative and interesting emails
leveraging content that is customized to different audience
segments.
Using nurture emails you will be able to create automated
drip sequences to stay top of mind with prospects over a
longer period of time.

11. Retention &
Engagement

12. Transactional
Emails
Transactional emails can be classified as those that
occur when an action is taken.
It is a consumer expectation that when they submit an
inquiry or payment for example that they receive a
confirmation of doing so.
Create confidence with consumers through these
emails.

13. Post Retention

14. Awareness Emails
Awareness emails generally communicate
information for a specific point or period of
time.
Think monthly newsletters, promotions, or
announcements. These are not part of
automated email sequences, rather one-off
communications to your database or
segment of them.
View the full newsletter here

15. 15
Clio’s Offerings &
Additional Resources

17. Clio Manage
Legal practice management software
Our most popular product—the industryʼs leading solution
to help manage clients, organize cases, and automate tedious
tasks like getting paid and month-end billing.
Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake
forms, email automation, and e-signatures to build strong
relationships, and get powerful data insights to grow your firm.
Lawyaw
Advanced document automation
New software for solo, small- and mid-sized legal practices that
streamline information gathering and document assembly with
programmable templates, built-in e-sign and other features.
Clio’s Offerings

18. Polls for Non-Clio and Clio Customers
Poll 1: For Non-Clio Users
Would you like to learn more about Clio?
a. Yes, I would like to learn more
about Clioʼs offerings
b. Clio Cloud Conference
c. No, Iʼm not interested
d. No, Iʼm already a Clio Customer
18
Poll 2: For Clio Users
Would you like to learn more about:
a. Adding Clio Grow to organize and
automate client intake
b. Adding Clio Payments
c. Clio Cloud Conference
d. No, Iʼm not interested or I already
use Clio Grow/Payments

19. Additional Resources
19
● Guide: Best Email Marketing Software for Lawyers
● CLE-Eligible Webinar, September 7: Leveraging Technology to Design
Efficient Law Firm Processes
● Paid ads: Legal Marketing Master Class Series
● Cloud Cloud Conference: Oct. 10 - 11, 2022 in Nashville, TN
● Free eBook: Five Email Sequences Your Law Firm Canʼt Live Without

20. 20
Additional
Questions

21. 21
Thank You