FOR LAW FIRMS, ACCOUNTANTS & CONSULTANTS
Email marketing for professional services firms, built in your own voice.
Client relationships you built over years deserve more than a newsletter twice a year. Send quarterly updates, case studies and renewal reminders that sound like you wrote them yourself, and land in the inbox instead of spam or promotions.
Every address checked before you send
Your own sending domain, set up for you
Every feature on every plan, month to month
SOUND FAMILIAR?
The parts of email that eat your billable hours.
You didn't go into law, accounting or consulting to fight with software. Here's what usually gets in the way of staying in touch with clients.
The quarterly update slips again
Between deadlines and new engagements, the update due in March goes out in June, if it goes out at all.
Referrals go quiet between projects
Clients only hear from you when there's an invoice. A project ends, and the relationship goes cold until they need you again.
Your list lives in three spreadsheets
One export from your CRM, one from the old email tool, one somebody keeps updating by hand. None of them agree.
Your email looks like it's from a stranger
A shared sending address trips a corporate firewall, and the update you spent an hour on never reaches the inbox.
You can't tell who actually read it
Security scanners and preview bots inflate your open count, so you never know if a client really saw your case study.
CAMPAIGNS THAT WORK FOR YOU
Email ideas built around your calendar, not a generic one.
Professional services run on seasons too: filing deadlines, fiscal year-ends, renewal dates and the quiet months when a check-in matters most. Here's where email fits.
The quarterly client update
Send a short, useful note every quarter: a regulatory change, a planning deadline, a question three clients asked you this month. Keep it to one read, one takeaway.
The draft comes from a one-line brief, in your firm's voice, ready to review and send the same afternoon.
Subject: Subject
Quarterly update: In progress
Read moreThe year-end check-in
Early December, ahead of filing season or budget planning: remind clients what's changing and when to call you.
The case study spotlight
A win for one client, written up for the rest. The problem, the approach, the outcome, with their permission.
The renewal reminder
Thirty days before an engagement letter or retainer is due, a short note keeps things moving without a phone game of tag.
The new hire or promotion announcement
A partner promotion or a new associate is news your clients want to hear from you first.
The 'we noticed' follow-up
Someone opened your last three updates but hasn't booked a call. A segment and a short nudge closes that gap.
AN EXAMPLE CAMPAIGN
Your Q3 compliance update, out the same afternoon.
Here's what one firm sent when a new overtime rule landed on a Tuesday.
Subject: Subject line
Quarterly update: ready to send
Read more
A client asked about the new overtime rule on a call. By Wednesday afternoon, the brief was in: the rule, who it affects at their business, and the date it takes effect.
The draft came back in the firm's own voice and brand. Pre-send review caught a broken link in the footer before anyone else saw it. The update went out that afternoon, from the firm's own domain, checked and ready.
THE FEATURES YOU'LL USE MOST
Built for advisors who bill by the hour, not the inbox.
Four features do most of the work, from a quarterly update to a one-off announcement.
WRITES IN YOUR VOICE
Draft the update while you're still on the call.
Give it the one-line brief: the change, who it affects, the deadline. From that brief it builds a complete email: hero, sections, next-steps band, proof and footer, ready to send.
Your brand settings hold your firm's logo, colors and the way you write, so every draft reads like you, not like a template.
One-line brief becomes a finished email
Built in your logo, colors and tone
Edit anything before you send
LOOKS LIKE IT CAME FROM YOU
Send from yourfirm.com, not a borrowed address.
We register your sending domain, set up its authentication and host it. Nobody touches DNS, not you, not your IT contact.
Your From address, the signature, the tracking links and the landing page all belong to the same domain, for every client who gets the email.
Domain registered and authenticated for you
Zero DNS records to set up yourself
Every link and landing page match your domain
REACHES THE INBOX
Every client address checked before your update goes out.
Each address is verified with its own mail server, at the mailbox, not just checked for spelling.
Dead mailboxes, dead domains and addresses that have complained anywhere on the platform never make it into a campaign, so an old contact's bounced address never puts your sending reputation at risk.
Checked at the mailbox, not just the spelling
Dead addresses never enter a send
Keeps your sender reputation clean
A SECOND SET OF EYES
A specialist reviews every campaign before it sends.
Before launch, every campaign gets a review: the subject line and preheader, the structure and readability, even with images off, every link, the sender details and the footer.
Each finding comes with the reason and the fix, in plain English, so nothing goes out with a broken link or the wrong disclaimer.
Every link checked before it goes out
Sender details and footer checked for accuracy
Findings explained in plain English
GET STARTED
From sign-up to your first client update, in an afternoon.
No onboarding calls to schedule, no contract to sign first.
Create your account
Sign up and start building. Month to month, no contract.
Set your brand
Add your logo, colors and how you write. We register and set up your sending domain.
Import your client list
Bring in your spreadsheet or CRM export. Every address is checked before it goes on a campaign.
Send your first update
Write a one-line brief, review the draft in your voice, and send.
QUESTIONS
What professional services firms ask us.
Is this right for a solo practice, not just a big firm?
Yes. Every feature is on every plan, so a solo attorney or a twelve-partner firm gets the same tools: the editor, AI drafting, sign-up forms and verified sending. You pick the plan by how many emails you send, not by firm size.
How do I move my client list over from my CRM or spreadsheets?
Import any spreadsheet and map its columns to fields once; reused fields don't get duplicated. If the upload gets interrupted, it resumes where it stopped, so a long client list isn't a problem.
Will my updates get flagged as spam by a client's firewall?
Every address on your list is checked with its mail server before it can go into a campaign, and your firm gets its own sending domain, authenticated and hosted for you. Both make it far less likely your email reads as spam to a corporate filter.
Can I send different updates to different kinds of clients?
Yes. Save a segment from any campaign you've sent: people who clicked, people who opened without clicking, or people who didn't open at all. Send each group something different.
Is there a contract, or can I cancel anytime?
Plans run month to month. There's no contract to sign and no fixed term to commit to.
Do I need design or coding skills to send a good-looking update?
No. The drag-and-drop editor builds the layout, and a one-line brief gets you a finished draft in your brand. You review and edit before anything sends.
What do I need to know about email law for client marketing?
The CAN-SPAM Act requires honest subject lines, a physical address in every email, and honoring opt-outs within 10 business days. Our sign-up forms and templates are built with that in mind, and you stay in control of what goes out.
Your clients are waiting on an update from you.
Build it today, send it this afternoon, no contract required.
Create your account