Keap Plans Simple with Marketing Automation


Keap Plans marketing automation help you organize all your information, provide quick follow-up with leads, and close more clients. You’ll also simplify your legal practice by automating tasks, get paid faster, and impress your clients with your incredible efficiency.


Marketing automation is everywhere in your inbox. It’s the “sorry I missed you” email from a salesperson who just left you a voicemail. The birthday coupon from a restaurant. The reminder from a retailer that you added a product to your shopping cart but never clicked “buy.”


Across the legal industry, automation has become a key to success. Nearly 80 percent of top-performing firms have used marketing automation for more than two years, according to research firm Gleanster.


But automation isn’t reserved for large law firms. Small or solo attorney firms, too, can incorporate automation in every aspect of business: from capturing leads to advocating for clients to serving local areas to checking routine office tasks off the to-do list. When repetitive processes are automated, law firm owners can instead devote time to the goals that really matter—like growing the legal business.


In this guide, you’ll learn about 25 things every law firm, large and small, should—and can—automate and how automating processes is easier than you might think.


In the coming posts we will discover the six areas of your legal practice that we can explore to maximize marketing automation: leads, sales, e-commerce, customer service and engagement, events and office management. Below we will do a brief introduction of the six crucial areas to maximize success.



Whether you’re meeting new potential customers or responding to those who have already called or emailed, automated processes allow you to gain and retain leads more quickly and efficiently.



Think of automation software as the project manager for your sales team. While software helps your team focus on the most important tasks ahead, it also keeps track of leads who aren’t yet ready to buy, ensuring progress at every stage of the sales journey.



Automation software encourages customers to buy and buy again—even if they forget to reorder, abandon a shopping cart or let a credit card expire.


Customer Service and Engagement

Automation allows you to treat customers as you would if you had more time. Help customers immediately, respond to their feedback and even send wishes for a happy birthday.



Hosting an event keeps you busy enough. Let automation handle some of the details, like registrations, confirmations and promotion.


Office Management

Hire automation software to do the office work you don’t have enough time for, like doing repetitive tasks, handling paperwork and managing the job application process.


Law firms are an extremely critical focus for Keap Plans. Our Keap Marketing Automation and sales and marketing tools help you save money and get more done with less work so you can grow your business. We also provide strategy, support, and coaching to help you grow at any stage of your business.

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