Marketing automation for legal & accounting firms

All-in-one marketing for legal & accounting: help new & existing clients get their businesses in shape & grow

Swift Digital is your all-in-one marketing automation platform.

Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

See it in action.

Schedule a demo of our marketing automation platform…

Connect

Connect easily with all stakeholders who matter most to your business

Accuracy

Make fewer costly administration errors

Personalise

Utilise branded templates to create more impact from your marketing

Reports

Track all marketing initiatives & generate custom reports

Perform

Remove the legwork and free up time for other initiatives

Feedback

Easily gather feedback to improve student services

Australian legal & accounting firms of all sizes have selected Swift Digital as their engagement platform.

Marketers say the biggest benefits of automation are saving time (74%), increased customer engagement (68%), more timely communications (58%), and increased opportunities, including up-selling (58%).

Adestra’s Marketer vs. Machine report

Why Swift Digital?

Legal and accounting firms haven’t always been the first to embrace the available technology.

Concerns over data security and privacy have also prevented many from making the most of the marketing opportunities at their fingertips.

Swift Digital helps solve that.

From our inception in 2001, we designed our marketing automation platform to process data here in Australia (no concerns over international data laws) and to be fully-compliant with Australian privacy laws and anti-spam regulations.

This means we’ve been able to help many large Australian organisations for whom security is paramount: government departments, banks, financial institutions, super and investment companies, and educational establishments, as well as legal and accounting firms.

By understanding the challenges you face, we focus on helping you automate event management, email marketing, online surveys, mobile marketing, and other key marketing channels… using the latest technology.

Your data is safe with us!

All our data servers are located in Australia and we are fully compliant with Australian anti-spam and privacy laws.

Swift Digital is intuitive to use, and their helpful staff are available on chat so questions can be answered quickly and easily. At SWAAB we use Swift Digital for several different communications, but it is in events that we have found the program to be a real time saver. We often get compliments on our invitations and the easy guest registration process.

Swaab Law Firm

Some impressive statistics

86

Events created

358

Emails sent
Registration Master Event Kelly Partners
Kelly Partners Invitation

Who's it for?

It’s hard to stand out from the crowd of legal and accounting firms around Australia.

Largely, it’s your marketing strategy that will decide whether you achieve it.

By centralising and automating your marketing, it puts you in a stronger position to get all the right messages out to all the right people at the right times: existing clients, new prospects, partners, employees, and other stakeholders.

So, if you’re looking to combine multiple marketing channels into a central, automated ‘hub’, Swift Digital is the solution.

From email marketing, online or offline events, online surveys, landing pages, and engagement scoring to mobile marketing, we can help your business grow and stand out.

And we simplify and make things more error-free with our smart and secure marketing automation software for legal and accounting firms.

Scale up your marketing for greater impact

Our marketing software makes life easier by automating and managing your various campaigns centrally.

But it also has the power for legal and accounting firms to make more impact though marketing:

  • Manage client ‘journeys’ more effectively from beginning to end

  • Connect & build closer relationships with those that matter most

  • Engage more regularly & meaningfully with all stakeholders

  • Personalise communications for greater impact

  • Simplify email campaigns with our drag & drop editor

  • Easily build customised promotions, event invites, newsletters, etc.

  • Message recipients based upon set ‘triggers’ (date/behaviour)

  • Create more effective event registration processes

  • Use mobile marketing for reminders & notifications

  • Eliminate silly administrative errors

  • Run A/B testing to adjust campaigns for better results

  • Improve service offerings by gathering feedback

Automation

Bring your business closer to your clients

For legal and accounting firms, the business of keeping in touch with existing clients is key.

Through an effective marketing platform, keeping in touch becomes simple, automated, and centralised. This reduces the time, effort, and stress.

From newsletters and special events to landing pages set up for new services and surveys to gather feedback about what clients think, increasing touch points with them helps you to maximise revenues.

Working together, these marketing tools create a comprehensive strategy of engagement that brings you closer to clients.

Automate promotional email campaigns

  • Email 1: sent to educate audience on new tax policy
  • Email 2: offer whitepaper download for further info after email 1 is opened
  • Email 3: two weeks after email 1 was sent (if unopened)
  • Email 4: “thank you for downloading” email to those who downloaded
  • SMS sent to email non-opens notifying them of tax change
  • SMS sent one day before new tax policy will take effect

Automate event promotion and management

  • Customised event invitation emails
  • Email and SMS reminders and “thank you for attending” emails
  • Create, organise and modify events on the fly
  • Manage registrations – search and modify registrations as required
  • Build complex registration forms
  • Create custom event calendars
  • Build event websites & event microsites

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Centralised & automated marketing for legal & accounting firms

The Swift Digital automated marketing platform integrates with your existing CRM software and creates a centralised legal and accounting marketing hub for:

Learn more: Marketing Automation

Email Marketing

Effortlessly create stunning emails, newsletters and campaigns using our drag-and-drop email builder.

Event Management

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

Landing pages, and more

Build web pages like you build emails. Create forms to capture leads and contacts.

Feedback surveys

Create simple or complex surveys using over a dozen question types and branching logic.

Mobile and SMS

Send personalised messages to your contacts and monitor replies.

Engagement Scoring

See who’s engaged and who’s not and target campaigns accordingly.

What's next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

Get Started