Make the first client step feel easy
Send a branded introduction email that explains the portal, sets expectations, and gives the client a clear next step before they ever face the questionnaire.
Email Automations
Automated client emails that keep estate planning intake moving.
Statular helps estate planning firms send polished introduction, questionnaire, and submission emails at the right moment so clients know what to do next and staff spend less time chasing intake.
Product Surface
Email Automations
Estate planning intake is emotionally sensitive and detail-heavy. Clients are asked to share family details, fiduciary choices, asset information, and documents they may not have organized yet. Clear, timely email communication keeps that process approachable without turning the attorney or staff into full-time follow-up coordinators.
3core intake email workflows
Variablesfor personalized firm messages
Essentialsincluded in the basic plan
Keep questionnaires moving
Customize questionnaire invitation emails, include the right internal copies, and give clients a direct path back to their intake without rewriting the same message for every matter.
Close the loop after submission
Send configurable completion emails when clients submit questionnaires, so they know their information was received and the firm can explain what happens next.
Workflow
How it works in a matter
01
Customize firm-approved messages
Set the subject, body, variables, sender display name, reply-to behavior, and CC routing for introduction emails, questionnaire invitations, and completion messages.
02
Send the right email at the right intake moment
Use client portal and questionnaire workflows to trigger the appropriate message when a client is invited, starts intake, or submits information for attorney review.
03
Review intake without losing context
Clients receive clear communication while the attorney and team receive the internal visibility they need to review answers, follow up, and draft from structured matter data.
What firms can control
- Introduction emails for new client portal users
- Questionnaire invitation subject lines and body copy
- Questionnaire submission confirmation emails
- Matter, client, attorney, firm, and portal-link variables
- Reply-to routing between attorney and firm email
- Internal CC routing for attorneys and team members
Why it matters for estate planning intake
- Clients receive clear next steps for a process many find overwhelming
- Staff spend less time copying, pasting, and chasing questionnaire links
- The firm preserves a professional tone across every intake email
- Attorneys keep control over when client information is reviewed and used for drafting
Questions
Common attorney questions
What email automations are included in Statular?
Statular supports configurable emails for client introductions, questionnaire invitations, and questionnaire submission confirmations, with variables, previews, reply-to settings, and internal CC routing.
Can the firm customize the message clients receive?
Yes. Firms can customize email subjects and body copy, insert variables such as client name, attorney name, firm name, matter name, questionnaire type, and portal link, and preview messages before using them.
Are email automations included in the basic plan?
Yes. Statular includes client intake email automations in the Essentials plan, along with the client questionnaire and portal workflows they support.