Smart workflow: the sales funnel that works on its own

Even a well-designed funnel still depends on someone remembering to act at each stage. The smart workflow solves exactly that: when a card moves to another stage, actions happen on their own.

Example workflow for new contacts

Principles of good automation

1. Automate the reminder, not the relationship: clear messages, in the firm's tone;
2. Every stage has a next action, with an owner and a date;
3. Defined exits: prospects who don't move forward should be recorded with the reason;
4. Review the workflow based on the funnel's numbers.

The gains

• No prospect goes without a reply;
• The team knows what to do every day;
• The time between first contact and agreement shrinks;
• The manager sees where the funnel gets stuck.

Ethical precautions

Automating the relationship with people who reached out to the firm is organization. Messaging people who never showed interest may amount to improper solicitation — avoid it.

How IntegraLegal solves this

IntegraLegal's smart workflow lets you set up actions for each funnel stage: WhatsApp messages, e-mails, and tasks with a deadline and owner. Every card follows a workflow, tasks appear on the calendar and the kanban boards show progress in real time.

Put your funnel on autopilot: try it free for 7 days.

Read also

• Legal CRM: what it is and why a contacts spreadsheet isn’t enough
• From first contact to signed agreement: organizing the firm’s sales funnel
• Fee proposals that convert: structure, deadline and follow-up

Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.