Three years after a will or power of attorney is signed, the signing date in the CRM triggers a short personal email asking whether anything has changed. Clients who say yes land on a booking link for a review meeting.
Typical results
≈50%
Reminder emails opened
≈6 a quarter
Review meetings booked, up from about one
3 years
Review cycle per will or power of attorney
Figures reflect typical results for this kind of automation.
The challenge
Wills and powers of attorney go out of date quietly. A marriage, a new child, a property sale or a move abroad can change what a client needs, yet nobody at the office tracks signing dates. Past clients only return when something goes wrong, and the review work they need often goes to another office.
Before and after
Clients due for review who book a meeting
6×Estate review meetings booked per quarter
6×The automation
A daily scheduled check in Make looks for wills and powers of attorney signed exactly three years earlier in the CRM. Each matching client gets a short email from the lawyer's Gmail address asking whether anything has changed, with two buttons: 'nothing changed' and 'something changed'. A click on 'something changed' opens a booking link for a review meeting and tags the client's file for the lawyer. 'Nothing changed' resets the reminder for another three years.
How it works
- 01
Signing date reached
A daily check finds wills and powers of attorney signed three years ago in the CRM.
- 02
Personal check-in email
The client gets a short email from the lawyer's address asking about a marriage, a new child, a property sale or a move abroad.
- 03
One-click answer
The client picks 'nothing changed' or 'something changed' straight from the email.
- 04
Review meeting booked
A 'something changed' click opens a booking link and tags the file so the lawyer can prepare.
- 05
Cycle resets
A 'nothing changed' click schedules the next reminder three years out, with no manual tracking.
Starts from
- Will and POA signing dates
Delivers
- Personal check-in email
- Review meeting booking
- File tagged for the lawyer
The impact
About 12% of past estate clients book a review meeting within a month of the email, and most reviews lead to an updated will, a new power of attorney or both. The office gains a steady stream of review work, and nobody keeps a spreadsheet of signing dates.
Questions about this automation
Where does the signing date come from?
It comes from the field the office already fills in its CRM when a will or power of attorney is signed. If older files are kept in a spreadsheet, a one-time import brings those dates in, so past clients from previous years enter the review cycle as well.
Can the email sound like it comes from the lawyer?
Yes. The email is sent from the lawyer's own Gmail or Outlook address, uses the client's first name from the CRM and is written in the lawyer's voice. Replies land in the lawyer's inbox like any other email, so a client who writes back gets a personal answer.
Can the review cycle be shorter than three years?
Yes. The cycle is a setting per document type, so powers of attorney can be checked every two years and wills every three. A second trigger can be added for events already in the CRM, such as a client's youngest child turning 18. Simple automations like this are usually live within days.