E-mail Marketing for Law Firms - PCMS e-marketing integration

Introducing Accesspoint’s e-mail marketing software integration for your PCMS.

The E-Marketing Suite is a custom software application that seamlessly synchronises the contact information within your PCMS (Practice and Case Management System) with Campaign Monitor, or Mailchimp e-marketing services.

This enables your firm to fully utilise e-marketing campaigns to their full potential, unlocking revenue opportunities.

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What problem does this software solve?

Historically, the only way to extract client contact information out of your PCMS for email marketing campaigns, was to write complex database/SQL queries, export multiple data sheets and import into Campaign Monitor. This causes many problems such as time-consuming data exports, risks of duplicated data, limited checks against ‘do not write to’ or ‘deceased’ clients, out of date information and costly CRM.

What benefits does the E-Marketing Suite provide?

Increased Efficiency: Eliminates the need for manual data exports and imports, saving significant time and effort.
Improved Data Accuracy: Ensures that your email marketing lists are always up-to-date and accurate, reducing the risk of errors and duplicate data.
Enhanced Targeting: Enables granular segmentation of your client base based on data from your PCMS, allowing for highly targeted and relevant email campaigns.
Automated Email Campaigns: Allows you to leverage the power of automated email sequences triggered by specific events or criteria, such as welcoming new clients or following up after a service.
Revenue Growth Opportunities: By improving the efficiency and effectiveness of your email marketing efforts, the E-Marketing Suite helps unlock potential revenue opportunities.

Automated Email Campaigns

This impressive feature enables you to automate your email campaigns.

As this tool synchronises your client contact information with Campaign Monitor or Mailchimp, you can take full advantage of automated email tools. Pre-defined templates can be set up to run on automated triggers. Examples of this automation are:

How does the one-time set up process work?

Easy: in 6 simple steps.

Step 1

Select contact types

Open the application within your PCMS and select which Contact Types to sync. Clients’ data is automatically associated with correct segments in Campaign Monitor or Mailchimp, i.e. a client that has used a firm to purchase a residential property will automatically be added to a ‘purchase’ segment in Campaign Monitor or Mailchimp. This enables the firm to send out extremely targeted campaigns that are appropriate and of interest to clients.

Step 2

Select case types

Select which case types you want to sync.

Step 3

Select case type groups

Select which case type groups you want to sync.

Step 4

Preview your data

Preview the data that will be synchronised.

Step 5

Export missing data (optional)

A ‘health check’ tool is built into the software, to track how many contacts don’t have a valid email address within your PCMS. This provides a handy report of all those contacts, giving you opportunity to update these contacts with a valid email.

Step 6

Final step

A dashboard view within the software, allows designated staff to view statistics on their email marketing, such as how many clients are in the database, a list of recent email campaigns sent – and how well they performed, how many clients have unsubscribed and how many emails have bounced. This can be viewed at any time – it is live updated.

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E-marketing Suite FAQs

What is the E-Marketing Suite?

The E-Marketing Suite is a custom software application designed to streamline your email marketing efforts. It seamlessly synchronises client contact information from your Practice and Case Management System (PCMS) with popular email marketing platforms like Campaign Monitor or Mailchimp.

What problem does the E-Marketing Suite solve?

Traditionally, extracting client data from your PCMS for email campaigns was cumbersome and error-prone, involving complex queries, data exports, and manual imports. This process was time-consuming, risked data duplication, and resulted in outdated information. The E-Marketing Suite eliminates these issues by automating data synchronisation, ensuring data accuracy and saving valuable time.

How does the E-Marketing Suite work?

Once set up, the software runs in the background and automatically synchronises client contact information (including First Name, Last Name, Email, Matter Type Codes, and Date of Last Matter) between your PCMS and your chosen email marketing platform. Any changes made in your PCMS, such as new contacts or updates to existing information, are instantly reflected in your email marketing lists.

Can I control which data is synchronised?

Yes, the initial setup process allows you to configure precisely which data fields and contact types are synchronised with your email marketing platform. You can add or remove specific contact types, case type groups, and case types as needed.

How does the E-Marketing Suite help with email campaign automation?

The E-Marketing Suite enables you to fully utilise the automation features of Campaign Monitor or Mailchimp. You can create pre-defined email templates and set up automated triggers based on client actions or specific timeframes. For example, you can automatically send welcome emails to new contacts, follow-up emails after service milestones, or periodic reminders about your services.

Are there any additional features included in the E-Marketing Suite?

Yes, the E-Marketing Suite offers several additional features, such as:

Dashboard View: Provides insightful statistics on your email marketing performance, including database size, campaign performance, unsubscribe rates, and bounce rates.
Health Check Tool: Helps identify and correct invalid email addresses in your PCMS, ensuring deliverability and campaign success.

How much does the E-Marketing Suite cost?

The E-Marketing Suite is available at an early adopter rate for setup, implementation, and customisation. There is a monthly subscription fee which includes support and access to new features. Optional design and development services for branded email templates and automated workflows are also available. Contact us for pricing.

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