Active Digital

CASE STUDY

Personalized legal journeys: Automating client experience from inquiry to invoice

IMPACT SUMMARY

0 %

Content engagement

Higher open and action rates across email, SMS, and chat
$ 0 M

Incremental revenue from journey-based upsells

Revenue tracked to intelligent journey escalations
0 x

Increase in consult-to-retainer conversion

From 8% to 15% conversion rate through smart journey paths
+ 0 K

Net-new qualified leads

Leads that previously dropped off now nurtured to consult

Project Snapshot

A regional law firm specializing in personal injury and workers’ compensation struggled with inconsistent lead follow-up and low conversion from initial inquiry to signed retainer. Prospects often slipped through the cracks due to fragmented systems and manual outreach processes. Marketing and intake teams lacked visibility into where drop-offs occurred, making it hard to improve client engagement or optimize campaigns. As digital inquiries surged, the firm’s ability to personalize and scale outreach couldn’t keep up—costing them valuable business.

Our Solution

We implemented adaptive client journey flows powered by AI agents that personalize outreach based on inquiry type, urgency signals, and case complexity. These agents triggered dynamic sequences across email, SMS, and live chat—responding in real time to client behavior and status. High-value leads were escalated instantly to legal intake, while dormant leads were reactivated with contextual follow-ups. The entire journey was mapped, tested, and optimized using behavioral data—turning intake into a fully orchestrated, high-conversion system.

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Move past the hype.

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