eLuminate, eGenerationMarketing’s lead and case management software, was designed to streamline law office operations. One of the biggest challenges attorneys face is keeping up with the constant influx of emails. Email templates in eLuminate can speed up the process of contacting your clients.
Sending an Email Template Through eLuminate
Using email templates in eLuminate is easy. When selecting a lead or client to email, you can select a drop-down tab called “Use Template.” This allows you to send a lead either one of our many standard email templates, or one of your own.
Some of our most popular email templates work for any area of law. These include follow-up emails, retainer packages, and reminders for upcoming hearings or appointments. Mass Actions allow you to email the same template to dozens of leads at once. For example, you can send standardized emails to all of the leads or clients you called that day and not heard back from, or every client who has a hearing coming up in one week.
Customizing Your Email Templates
One of the best aspects of email templates is that they are 100% customizable. You can use custom fields to track anything about your leads that you wish, from the name of their disabling condition to their favorite color. You then can use any field to auto-fill the information into custom email templates, whether it’s the name of your client, your client’s address, and your client’s Social Security number.
You can also have specific fields you’ve created auto-fill through email templates, such as the type of personal injury claim your client is perusing or the number of times an employment law attorney called your client. This saves you time by not having to type details for your leads’ cases every time you contact them: fill out your custom fields once on eLuminate, and you can use them time and time again.
Our Social Security disability clients find using email templates to contact ODAR offices or the SSA very helpful as well. Again, emails will auto populate, so you do not need to worry about combing through email templates to fill in your lead’s personal information or the address of your firm.
What if you prefer to send paper documents instead of emails because you use a logo or header with every document you send from your firm? You can do that on eLuminate as well. When creating a template, you can set up you firm’s header by using a grid format that can be customized with different fonts, colors, and sizes. You can even upload a photo in your custom template if you have an image of a logo that you’d like to use in your emails.
Additional Help With Your Email Template
If you want to have a custom email template but don’t know where to start, we can help. Our amazing client services team will work with your firm to make eLuminate as useful as possible. Client services will make you an email template that you want, whether it’s simply a tweaked version of our own or a completely new template.
Although we currently do not sell leads in criminal law or estate planning, we’ve made custom documents and email templates for our eLuminate clients who do. Contact us today to learn more about how eLuminate can help your firm.