Who This Is For
Marketing teams, intake teams, and administrators
What Automations Are in Lawbrokr
Automations in Lawbrokr allow you to trigger actions automatically based on how a user interacts with your intake experience.
Instead of relying on manual follow-up, Automations help ensure that the right message is sent at the right time, based on a specific outcome.
Automations are outcome-driven, not time-based drip campaigns.
How Lawbrokr Automations Work
Each automation is tied to a specific intake event or status.
When that event occurs, Lawbrokr automatically sends the associated email or action without any manual intervention.
Automations are configured by selecting the goal of the automation, which determines when it fires.
Automation Goals Explained
Submitted Response Email
This automation is triggered when a user successfully completes an intake and submits a response.
Common uses:
Confirming the submission was received
Setting expectations for next steps
Providing reassurance and clarity
This email fires immediately after the Submission Page is reached.
Abandoned Workflow Email
This automation is triggered when a user starts an intake but does not complete it.
Common uses:
Encouraging users to return and finish
Reducing lost opportunities
Recovering high-intent leads
Abandoned workflow emails help recapture value without adding pressure.
Accepted Response Email
This automation is triggered when a response is marked as Accepted inside Lawbrokr Response Management.
Common uses:
Confirming the firm will move forward
Explaining next steps
Requesting additional information
This ties intake review directly to automated follow up.
Declined Response Email
This automation is triggered when a response is marked as Declined.
Common uses:
Politely informing the user
Redirecting to alternative resources
Closing the loop professionally
Declined automations help maintain a positive experience even when a lead is not a fit.
Request Google Review Email
This automation is typically triggered after a positive outcome.
Common uses:
Requesting a Google review
Timing outreach after a successful interaction
Improving online reputation
This automation should be used selectively and thoughtfully.
Where Automations Fit in the Intake Process
Automations connect the entire intake journey:
Funnel completion
Internal review and status updates
External communication
They ensure consistency while reducing manual effort for intake teams.
Best Practices for Automations
Keep emails short and clear
Match tone to the outcome
Avoid over-automating sensitive scenarios
Review automation triggers regularly
Automations should support human workflows, not replace them.
Common Mistakes
Sending the same message for every outcome
Forgetting to test automations
Over communicating too early
Treating automations like marketing newsletters
Automations are functional, not promotional.
How Automations Work with Status Updates
Many automations are tied directly to response statuses.
When a response is updated to Accepted or Declined:
The corresponding automation fires
No additional action is required
This creates a seamless connection between intake review and follow-up communication.
Related Articles
Understanding Response Management in Lawbrokr
Managing Notifications and Lead Delivery Settings
Using Submission Pages in Lawbrokr
Understanding Workflows in Lawbrokr