Email Campaigns
Turn your contacts into a referral pipeline. Max builds and automates educational email campaigns that nurture relationships and generate new business, so you can focus on your clients.
“I send a monthly legal tips newsletter to past clients and referral sources. Last quarter alone, three former clients came back with new matters they found through the newsletter.”
See It In Action
A real look at the email campaigns dashboard — not a generic template.
Max in Action
Friday 10:15 AM — Nurturing New Referral Sources
Estate planning attorney David Chen wants to turn a list of 50 financial advisors from a recent conference into a source of referrals.
David uploads a CSV of 50 financial advisors from the "Wealth 360" conference into Max's contact database.
Recognizing the contacts are financial professionals, Max instantly drafts a 3-part email drip campaign using the 'Professional Referrer Nurture' template, suggesting David's recent article, 'Top 5 Estate Planning Mistakes,' as the first touchpoint.
On his phone, David reviews the pre-written emails, makes one minor tweak to the subject line of the first email, and hits 'Approve Campaign'.
Max schedules the first email for Tuesday afternoon (the optimal time for this audience), personalizing each one with the advisor's name and firm.
Max flags that 12 advisors clicked the article link and 3 replied to schedule a call. He presents a dashboard showing a 24% click-through rate and identifies the most engaged prospects for direct follow-up.
Total time for David: 4 minutes. Without Max: 3+ hours of manual email setup and tracking.
What's Included
Everything you need to streamline this part of your practice.
AI-Powered Content Drafting
Generate professional email content with AI. Describe your topic and audience, and Max drafts compelling subject lines, body copy, and calls to action.
Audience Segmentation
Segment your contacts by case type, status, referral source, or custom tags. Send targeted messages to the right people at the right time.
Campaign Analytics
Track open rates, click-through rates, and engagement metrics for every campaign. See which content resonates and optimize future sends.
Scheduled Sends
Schedule campaigns in advance for optimal delivery times. Set up drip sequences that automatically nurture leads over weeks or months.
How It Works
Get started in minutes, not hours.
Choose Your Audience
Select from your contact lists or create a new segment based on case type, status, location, or custom criteria.
Draft Your Message
Write your email from scratch or let AI generate professional content based on your topic and tone preferences.
Preview & Schedule
Preview your email across devices, test with a sample send, and schedule for the optimal delivery time.
Send & Track
Launch your campaign and monitor real-time analytics including opens, clicks, and conversions.
Stop Losing Hours to Admin Work
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