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What Can Your Business Automate?

Whether you're a law firm, insurance agency, financial advisor, or service-based business — if it's repetitive, it can likely be automated.

 

Client Experience & Retention

  • Satisfaction surveys after services

  • Birthday/anniversary messages

  • Re-engagement campaigns for past clients

  • Auto-assign reviews/testimonials request

Billing & Finance

  • Auto-generate invoices after a form submission

  • Send payment reminders

  • Tag overdue clients in CRM

  • Trigger receipts and “thank you” emails after payment

Admin & Data Tasks

  • Extract data from PDFs/forms

  • Auto-update spreadsheets with form entries

  • Send performance dashboards weekly or monthly

  • AI-generated summaries of meetings or emails

Internal Workflow Automation

  • Notify team when forms are submitted

  • Auto-create client folders in Google Drive

  • Auto-assign tasks in Notion, Trello, or ClickUp

  • Sync client info across apps (CRM, email, docs)

  • Status updates sent to internal Slack channels

Sales & Marketing Automation

  • Trigger outreach emails based on site visits

  • Send downloadable content when a form is filled

  • Auto-post blogs or social media updates

  • Sync CRM with email marketing tools

  • Lead scoring and follow-up prioritization

Scheduling & Reminders

  • Calendar booking via AI chatbot

  • SMS or email appointment reminders

  • Auto-reschedule & cancellation handling

  • Team calendar syncing across departments

Lead Follow-Up

  • Instant email replies to inquiries

  • Auto-qualify leads via chatbot or form logic

  • Assign leads to sales reps based on territory

  • Reminders for unresponded leads

  • Nurture sequences for cold or slow-moving leads

Client Onboarding

  • Auto-send welcome emails & intake forms

  • Pre-fill contracts or proposals

  • Trigger CRM entries from form submissions

  • Schedule kickoff calls automatically

  • Assign tasks to internal team after signup

Automate your business today! 

Book a Discovery Call

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Example Use Case:

 

A law firm uses automation to:

  • Auto-reply to intake forms

  • Qualify leads by case type

  • Add them to the right pipeline

  • Assign the intake to a paralegal

  • Schedule a consultation on the lawyer’s calendar

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Mosora AI is a service provided by Mosora Consulting LLC, an Illinois-registered limited liability company.