Resource · Free legal-services playbook
Build a more thoughtful outbound motion for your legal practice.
A practical planning guide for law firms and legal-services teams: reactivate appropriate past relationships, follow up after consultations, book qualified conversations, and route replies to the right person.
Use it as a working draft
Inside the PDF
Eight practical steps from prospect fit to a clean handoff.
A general workflow for legal-services outbound, with sample prompts to adapt and review before a firm uses them.
Practice fit and a clear offer
Choose the matters, organizations, and locations that fit the firm’s capacity, then explain one useful next step without promising an outcome.
Prospect selection
Build a focused, firm-approved prospect list with a documented reason for each contact and a clear owner for review.
Reactivating dormant client lists
Review contact permissions, remove opt-outs, segment on appropriate context, and send a low-pressure check-in with a clear stop rule.
A measured outreach cadence
Use a proposed three-touch, nine-day sequence with adaptable sample language, a simple opt-out, and a respectful stop rule.
Consultation qualification
Keep the first conversation high-level: understand fit, timing, and the next appropriate intake step without collecting sensitive details in an unapproved channel.
Following up after consultations
Confirm the follow-up owner and next step, send a prompt administrative update, and honor a declined or unwanted check-in.
Booking qualified legal leads
Use approved fit criteria, offer a clear intake owner and booking step, confirm time-zone details, and avoid collecting sensitive facts.
Reply handoff and review
Assign every reply to an intake owner, route legal questions to the right professional, and record a clear next action or stop.
Need the broad local-service sequence? get the outbound playbook.
Want adaptable call language? open the outbound script library.
Free PDF