8 Point Email Checklist For Legal Professionals

Email checklist for legal professionals

As a legal professional, having an email checklist is one of the simplest, yet most effective things you can have at your disposal. The last thing you want in an email is to make a mistake or to give misinformation to a client. This blog runs through how to create an email checklist for legal professionals.

Switching from a complex process such as research or writing motions. To then writing a straight forward and simple email can be a tough ask.

80% of business professionals believe that emails increase client retention.

Having a checklist helps you focus on writing emails that get opens, clicks, and most importantly, replies.

What Is An Email Checklist For Legal Professionals

If you follow this 8 point email checklist as a best practice guide. I’m sure you will see your client retention numbers increase.

So, I’m going to walk you through these best practices that you can implement today and start improving your email engagement. Keeping your clients happy and being able to bill more hours.

1. Write An Engaging Subject Line

The first thing someone sees when they get your email is the subject line.

Trust me, this can make or break your email. People are looking for an excuse to delete your email, don’t give them the opportunity.

There are two schools of thought when it comes to structuring a subject line

  • Short and to the point, 3-25 characters, a couple of words (my personal preference)
  • Long but specialized, 86-111 characters

Next you need to check what you have written passes the following criteria

  • It’s direct and lets the recipient know what is in the email
  • It’s not all in caps, contains exclamation points, etc. Look professional at all times

Done? Great, let’s move on.

2. Check The ‘From’ Field

You should always be sending first-contact emails or client update emails from a professional-looking email address such as @philh.co.uk.

Using a Gmail.com or Outlook.com address can make you look unprofessional. Some people will not take you seriously and will delete your emails.

As I touched on in point one, you need to look professional in the eyes of the recipient at all times.

3. Keep It Short

Remember the client isn’t as informed as you are.

Dealing with other legal professionals, it may be all well and good to use legal terminology or acronyms. This isn’t always the case when it comes to your clients

Your client has hired you to represent them. Not to make them feel stupid.

Keep any email you are sending to your clients, short, to the point, and as simple as possible.

I recommend keeping it to less than 130 words were possible.

4. State Your Reason For Emailing

You need to let your client know why you are emailing them.

For example. If I need some more documentation from them for a house purchase, I could say “To move forward with the next steps of the purchase. We need proof of funds for the deposit.”.

Then further on in the email, I could say. “If you could send me a copy of the bank statement showing you have the money available”.

It shows the reason why you are emailing them, and clearly lays out what you need from your client. This prevents emails from going backwards and forwards as to why they need to send you any relevant information.

It’s a simple formula, that is very powerful when used correctly.

5. Action You Want Them To Take

What do you want the person to do?

Reply to your email? Click a link you have included in the content? Sign the document you have attached?

To get a reply, the best way is often to ask a question and that you would like to hear back from the recipient.

If it’s a link click, make sure you only include one single focused call to action link.

Finally, make sure you only include one call to action and that you ask them directly to take that action you want.

6. Make Sure Its Personal

Personalised emails have 29% higher unique open rates..

Using their name, personal information and a reference that is specific to them all helps to build a relationship with your client.

7. Check Your Links

If you are including a link, make sure the link actually works and that it isn’t taking the person to a dodgy website or some form of misinformation.

As I’ve stated already, you ideally only want a single link your email. The call to action that you want the recipient to take.

Also, don’t use URL shorteners.

8. Click Send

All that’s left to do is click send.

I hope you like this post on an Email Checklist For Legal Professionals. If you have anything you think I should add please comment on this post with your thoughts and input.

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