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    Legal automation

    Webinar Signup to Nurture Sequence Automation

    A done-for-you law firm automation built for the Events & Marketing Coordinator, connecting Jotform, Clio, and Mailchimp so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Anyone who registers for a free legal webinar or seminar through the firm's registration page in Jotform is automatically added to a topic-specific nurture sequence in ActiveCampaign the moment they sign up, no manual list-building required.

    2. Attendees who actually show up receive a different follow-up track than no-shows, including a replay link and a related case-study email, while no-shows get a shorter re-engagement sequence with a lighter offer to book a consultation.

    3. A Zapier workflow syncs every registrant into Clio Grow as a tagged lead so the events and marketing coordinator can see webinar-sourced leads separately from other channels.

    4. Prospects who aren't ready to hire an attorney the day of the webinar stay warm through months of relevant content instead of falling off the radar, and firms typically see a meaningful share of webinar attendees convert to consultations weeks or months later.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    The manual approach means an events & marketing coordinator handles each case reactively, after someone has already noticed something went wrong. It's the kind of work that quietly eats hours every week.

    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