Write your consultation confirmation email
Fill in a few details and copy a confirmation and a day-before reminder. Both ask for the names before the story, so you can check conflicts before the call. Nothing you type leaves this page.
Your emails
Plain text, ready for your booking tool’s confirmation settings.
Confirmation
Reminder, the day before
Want the names collected for you?
Put your Tellbrief link in the intake questions box above. Clients answer about 30 plain questions, most of them one tap. You see only the names until you clear them. Then a brief opens with the issues to raise, what to ask and the documents to request. If you decline, it’s deleted unread.
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Where to paste it
In your booking tool’s settings for the confirmation email, and for the reminder if it sends one. The setup page has the steps for common booking tools. If clients book by phone or email, save both as templates so whoever books the call sends the same words.
Why it asks for names first
A firm that checks conflicts before hearing the details can ask for the names when the call is booked. The comment to Rule 1.18 says a lawyer deciding whether to take a matter should “limit the initial consultation to only such information as reasonably appears necessary for that purpose.”1 Follow your firm’s own process and your state’s version of the rule.
What each part is for
- When and how come first, so a client reading on a phone finds them without scrolling.
- The fee sits near the top, so it’s never a surprise.
- The names come before anything else you ask for, and the email asks the client to hold the details.
- What to have ready is three things: the documents involved, any deadline and who set it, and their main question.
- Moving the call takes one line, so a client who can’t make it moves it instead of not turning up.
More on each part: What to put in a consultation confirmation email. After the call: a first-call checklist, with a recap to send. If you can’t take the matter: a non-engagement letter template.
1. ABA Model Rule 1.18, comment [4], as Minnesota adopted it (opens in a new tab). General information, not legal advice. The wording is a starting point; keep your firm’s own language on when someone becomes a client.