Consultation follow-up
Follow up after an initial conversation with clear next steps, requested information, and the correct firm contact.
Workflow can include: Approved body, intake form, deadline, assigned contactCareful Outlook workflows for law firms
Standardize legal client emails in Outlook
Prepare repeatable intake, document request, matter update, consultation follow-up, engagement letter follow-up, and billing reminder emails with the firm's approved structure while keeping final review with the attorney or staff.
Works directly inside Outlook. The user applies, reviews, and sends every email.
Start with prebuilt legal workflows for intake, document requests, status updates, billing reminders, and engagement follow-ups.
How Toggles works
Prepare the complete email. Keep the send human.
Toggles runs inside Outlook. A paralegal, legal assistant, attorney, or intake team member chooses the right workflow, fills in matter-specific details, and Toggles prepares the approved message with the right structure, recipients, attachments, and signature. The responsible person reviews, edits where appropriate, and sends. Nothing is auto-sent.
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Choose the workflow
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Fill in the fields
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Review the email in Outlook
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Send when ready
Why workflows matter
The same legal emails get rewritten all day
Consultation follow-ups, engagement steps, document requests, routine status updates, and billing reminders are necessary to keep matters moving. They are also easy to rebuild slightly differently each time. Toggles helps firms standardize the repeatable structure of those messages so staff spend less time finding old examples and more time checking the details that are specific to the client and matter.
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Staff search sent mail for the last acceptable version
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Matter details are pasted into a draft with unrelated old information
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Required documents or signing links are added as a separate manual step
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Routine emails wait for review because their structure is inconsistent
Legal Services workflow examples
Repeatable legal communication, prepared with more control
The firm decides what belongs in the standard workflow. Toggles can assemble those elements while leaving substantive decisions, matter-specific language, and final approval to the appropriate person.
New matter intake
Guide a new client through forms, document collection, communication expectations, and the next administrative milestone.
Workflow can include: Intake form, matter reference, deadline, assigned contactDocument request
Send a specific checklist and submission instructions without recreating the administrative language for every matter.
Workflow can include: Approved body, document list, secure link, deadlineCase status update
Use a consistent structure for completed activity, the next milestone, expected timing, and any action needed from the client.
Workflow can include: Matter reference, status fields, deadline, assigned contactBilling reminder
Prepare a professional reminder with the correct account reference, payment route, and approved firm wording.
Workflow can include: Approved body, account reference, invoice, payment linkEngagement letter follow-up
Follow up on an outstanding agreement with the appropriate document, signing instructions, and firm-approved qualification language.
Workflow can include: Engagement letter, signing link, deadline, assigned contactReady-to-customize workflows
View the starter packStart with the Legal Services workflow pack
Use prebuilt law firm workflows for consultation follow-up, intake, document requests, matter updates, billing reminders, and engagement follow-up.
Who it is for
For the people keeping matters moving
Toggles is most useful where careful client communication intersects with repeatable administrative work.
Paralegals
Prepare document requests, routine updates, and milestone communications.
Legal assistants
Coordinate appointments, forms, signatures, and client follow-up.
Intake teams
Use a consistent process from consultation through engagement.
Office managers
Maintain firm standards and make onboarding less dependent on tribal knowledge.
Attorneys
Start repeatable updates from an approved structure and retain final judgment.
Billing teams
Send consistent invoice follow-ups and payment reminders with the right matter details.
Review stays human
Keep attorney review where it belongs
Toggles can prepare the standard administrative email, prompt for matter-specific fields, and include the expected files or recipients. It does not decide what should be said in a particular legal matter. The attorney or authorized staff member reviews the completed message and sends it.
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Firm-approved structure is available directly inside Outlook
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Staff fill in client, matter, deadline, and status details
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Required documents and standard recipients can be included
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The responsible user reviews, edits where appropriate, and sends
Fits your existing stack
Saved drafts store words. Workflows carry the process.
A saved draft may preserve a paragraph, but it still relies on the sender to remember the attachment, update every old detail, choose the correct recipients, and know which version the firm currently uses.
Start with one repeatable email
Make repeatable legal emails easier to get right
Start with legal workflows for intake, document requests, matter updates, billing reminders, and engagement follow-ups.
Customize the matter fields, approved wording, documents, recipients, and firm signature.