A complete post-visit SMS sequence for law firms. Set it up once. It runs forever.
Client visits. Spokk takes over. Feedback request at 2 hours. Reminder at 24 hours if they did not respond. Review nudge at 3 days. Referral message at 20 days. Each step checks what the client already did and skips what is no longer relevant. Nobody on your team does anything.
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Law firms that follow up after every visit win more reviews, more referrals, and more repeat clients. Most firms do none of this.
Let me explain the problem with how most law firms currently handle post-visit communication. There is no system. An attorney finishes a matter, closes the file, and moves on. Maybe they send a final letter. Maybe they do not. Either way, the client goes home with zero prompts to leave a review, refer anyone, or even provide feedback on their experience.
And the stats confirm it. Clio's Legal Trends Report found that 62% of law firms have no systematic post-matter follow-up process. That means 62% of law firms are leaving reviews, referrals, and repeat business on the table. Every single time.
Here is what a systematic SMS automation sequence does for a law firm. The client comes in for a consultation or a matter meeting. They scan the QR code at reception. From that moment, Spokk manages every follow-up automatically. The client gets a feedback request while their experience is still fresh. If they had a good experience, they are offered a frictionless path to share that on Google. Twenty days later, when the positive feeling has settled but not completely faded, they get a referral message with their unique code.
None of that required a single person on your team to do anything after the initial check-in scan. And SMS has a 98% open rate and a 45% response rate. Your follow-up email that you carefully crafted last quarter? It got a 20% open rate and maybe 4 replies. The math is not close.
The opportunity most law firms are missing
Think about a 3-attorney firm that handles 200 matters per year. If even 15% of those clients leave a review, refer one person, or return for a future matter because of a well-timed SMS follow-up, that is 30 meaningful outcomes the firm would not have had otherwise. At an average matter value of $3,000, that is $90,000 in revenue attributable to a $99/month automation tool. The return-on-investment math for SMS automation in legal is genuinely significant.
The default law firm automation sequence
This is what runs out-of-the-box. Every timing, message, and step is fully editable. Toggle individual steps on or off at any time.
Sends the client their personalized feedback link while the visit experience is still fresh. The form takes under 2 minutes, works entirely in their phone browser, and includes star ratings, service selection, and an open text field.
Default SMS template:
"Hi {{name}}, thanks for visiting {{company}}. We would love your feedback: {{link}}"
A single gentle follow-up for clients who received the feedback request but did not submit. Uses the same personalized link. One reminder only.
Default SMS template:
"Hi {{name}}, just a quick reminder. We would appreciate your feedback on your visit: {{link}}"
Automatically skipped if the client already submitted feedback.
Sends the direct Google review link to clients who submitted feedback but did not click through to post a review. The link opens a pre-drafted review in Spokk's review interface for them to copy and post.
Default SMS template:
"Hi {{name}}, if you had a good experience with {{company}}, a quick Google review would mean a lot: {{link}}"
Automatically skipped if the client already clicked the Google review link, or if they never submitted feedback.
Delivers the client's unique referral code at the moment when their positive experience has settled but they are still likely to mention you to friends or colleagues. Twenty days is the sweet spot between too soon and too forgotten.
Default SMS template:
"Hi {{name}}, if you know anyone who could use legal help, mention {{company}} and share your code {{code}}. You both get a reward when they visit."
Automatically skipped for opted-out contacts.
The part that makes it professional, not spammy: smart skip logic.
Hear me out on this one, because it matters a lot for law firms specifically. Your clients are professional people. They are used to efficient communication. If they got a feedback reminder after already submitting feedback, or a review nudge after already leaving a review, that is going to feel disorganized at best, annoying at worst.
Spokk tracks exactly what each client has done and skips any step that is no longer relevant to them.
Client submits feedback within 2 hours of check-in
The 24-hour feedback reminder is automatically skipped. They responded. No reason to follow up.
Client submits feedback and clicks the Google review link
The 3-day review nudge is automatically skipped. They already acted. The sequence moves on.
Client never submitted feedback at all
Review nudge is skipped (you can't generate a review draft from nothing). Referral still runs at 20 days.
Client replies STOP to any message
Contact is marked opted out. All remaining steps for this contact are permanently skipped. No exceptions.
Client is a frequent visitor (multiple matters per year)
Cooldown protection prevents re-triggering the full sequence too soon. You set the cooldown period. No client gets over-messaged.
The result is a sequence that feels thoughtful rather than automated. Clients who engage early get fewer messages. Clients who do not respond get the full nudge sequence. That distinction is the difference between a 40% opt-out rate and a 2% opt-out rate.
How does the automation actually start?
The sequence triggers on client check-in. For law firms, there are four ways to make that happen.
QR code check-in at reception
Most commonA QR code poster or card at your front desk. The client scans when they arrive for their consultation or meeting, taps confirm, and the sequence starts automatically. No app needed. Takes 10 seconds. This is how most law firms set it up.
Generate your QR code in Spokk in under 2 minutes. Download, print, and place it at reception. One code per location. The check-in logs the visit, starts automation, and increments the loyalty visit count simultaneously.
API trigger from your case management software
Connect Spokk to Clio, MyCase, Filevine, or any practice management system via REST API or Zapier. When a matter closes or an appointment is completed, Spokk triggers automatically. No front desk involvement required.
This is the most seamless setup for high-volume firms. API keys are available on all plans. Zapier and Pabbly connections work without writing code.
Manual trigger from the Spokk dashboard
Trigger the automation for a specific client directly from the Spokk dashboard. Useful for one-off situations, phone consultations, or clients who missed the QR check-in.
HubSpot integration
If your firm uses HubSpot CRM for client management, connect Spokk via OAuth. New or updated contacts in HubSpot can automatically trigger the Spokk sequence based on deal stage, contact status, or any workflow you configure.
The defaults work for most firms. But everything is yours to change.
The out-of-the-box automation is calibrated for professional service businesses and will work well for most law firms from day one. But if you want a different tone, different timing, or practice-area specific messaging, the flow builder gives you complete control.
Adjust timing to match your practice
Estate planning firms might want a longer window before the referral message. Litigation practices might want a 6-hour delay on feedback rather than 2. Every delay is configurable in hours or days.
Rewrite any message template
The defaults are professional and effective. But your firm has its own voice. Rewrite any template. Use {{name}}, {{company}}, and {{link}} as dynamic variables to personalize every message.
Toggle individual steps
Only want feedback and reviews? Toggle off the referral step. Running a specific referral campaign? Toggle it on for a period, then off. Each step is independently enabled.
Add practice-area specific steps
Add steps not in the default sequence. A post-closing message for real estate clients. A 6-month check-in for estate planning clients. A re-engagement message for business clients approaching annual review time.
Per-location configuration
Multi-office firms can configure each location independently or run a shared flow across all locations. Client check-ins route to the correct location's form and feedback.
Feedback cooldown
Set the minimum number of days between automation sequences for the same client. Prevents over-messaging business clients who come in frequently for ongoing matters.
Frequently asked questions about Spokk SMS automation for law firms
What SMS messages does Spokk send automatically for law firms?+
How does Spokk know when to skip a message in the sequence?+
How is the SMS automation triggered for law firm clients?+
Can I customize the SMS messages for a law firm?+
Is SMS automation TCPA-compliant for law firms?+
Can Spokk connect to our case management software like Clio or MyCase?+
What is the feedback cooldown and why does it matter for law firms?+
Can I add extra steps beyond the default sequence?+
Does the SMS number look professional for a law firm?+
How does SMS automation connect to the loyalty and referral programs?+
Can I see exactly what messages were sent to each client?+
More for law firms
Spokk for Law Firms
The full platform overview for your practice.
Google Reviews for Law Firms
AI-generated review drafts from real client feedback.
Client Feedback Collection
Collect honest client feedback after every matter.
Law Firm Referral Program
Turn satisfied clients into your best acquisition channel.
Client Loyalty Program
Track visits and reward returning clients automatically.
Staff Performance Tracking
Per-attorney ratings from real client feedback.
Starter
For solo operators & small teams
Billed $588/year
250 customers / month
Unlimited SMS included
- 250 customers / month
- 1 manager + 1 staff member
- Unlimited locations
- Dedicated toll-free SMS number (US & Canada)
- Full automation sequence
- AI review response drafts
- Loyalty & referral programs
- Feedback forms & QR codes
- HubSpot integration & API access
- Buy additional customer top-ups
Growth
For growing businesses & teams
Billed $984/year
500 customers / month
Unlimited SMS included
- 500 customers / month
- 2 managers + 2 staff members
- Unlimited locations
- Dedicated toll-free SMS number (US & Canada)
- Full automation sequence
- AI review response drafts
- Loyalty & referral programs
- Feedback forms & QR codes
- HubSpot integration & API access
- Buy additional customer top-ups
Pro
For high-volume businesses
Billed $1992/year
1,500 customers / month
Unlimited SMS included
- 1,500 customers / month
- 3 managers + 5 staff members
- Unlimited locations
- Dedicated toll-free SMS number (US & Canada)
- Full automation sequence
- AI review response drafts
- Loyalty & referral programs
- Feedback forms & QR codes
- HubSpot integration & API access
- Buy additional customer top-ups
All plans include a 14-day free trial. No charge until your trial ends. Questions?