Referral Partner Tracking & Nurture System
A done-for-you law firm automation built for the Legal Marketing Manager, connecting Jotform, Clio, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Every time a new client lists a referral source during intake, the system logs the referring attorney, accountant, or business contact, updates their referral count in the CRM, and automatically triggers a personalized thank-you email from the firm.
Referral partners who haven't sent a case in 90 days receive a gentle check-in from the marketing manager, turning the referral network from a mental note into a systematically managed revenue channel.
- CRM (e.g., Clio Grow or HubSpot)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Jotform (intake source tracking)
- Google Sheets (referral dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a legal marketing manager remembering to check in, update records, and follow up, with no safety net if something slips. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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