⚖️ Law Office · pre-installed workflow

An email open becomes a timely law-office follow-up — on its own

A hot-scoring inquiry just opened an email — flag the team while it's timely.

Why this workflow exists

Email-intelligence firm Return Path found 45% of subscribers who received a retailer win-back email went on to read subsequent messages, evidence that inactive contacts can be re-engaged. (Return Path)

What triggers it

A contact opens one of your emails — a quiet signal they're paying attention again. That open starts this workflow.

The walk-through

Here's the shape of it — every step visible on the canvas, every delay yours to change:

  1. The workflow checks — Hot inquiry?
    • If yes:
      1. Your team gets a heads-up inside the platform, so a human can pick up the thread.
    • If no: the run simply ends here.

How it stops

Out of the box it stops the moment the contact replies — the conversation is yours (or Arianna's) from there. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.

The rails

Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:

  • Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
  • The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
  • STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
  • Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
  • An unsubscribe link in every email. Standard, always.

The fine print lives in the compliance FAQ.

You don't import this. Pick Law Office at signup and this workflow — plus 6 more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.

The rest of the Law Office suite

Under the hood

Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).

See where this fits in the platform: the full product tour →

Pre-installed, not imported

Get this running without building it.

Pick Law Office at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.

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