PB-027
Unsigned Lead Revival
Works the pile of leads that were never signed and never formally declined.
Before you run this
Contacting a represented person is a bar violation. The represented-party and do-not-contact checks are not optional steps to skip for speed.
The spec — copy this
Set up a new bot for me I can trigger monthly to work my unsigned lead backlog. Walk me through connecting my case management system and my email, then configure it: pull every lead from the last eighteen months that was never signed and never formally declined, group them by why they stalled — never reached, wanted to think, potential statute problem, sent to another firm — and for each group draft a short re-contact message appropriate to that reason. Never re-contact anyone who declined, asked not to be contacted, or is represented by other counsel, and check for that explicitly before drafting. Ask me which case types are worth reviving, what my statute cutoffs are by jurisdiction, what tone to use, and who reviews before anything sends. Show me the full segmented list and every draft for approval, run the first batch with me watching, then save it.
Paste into an assistant that can connect to your systems.
- Category
- Intake & Lead Response
- Connects to
- Contributed by
- Jacob Malherbe Mass Tort Ad Agency↗
- Approval gate
- A named human approves before anything sends, files, or publishes.
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