Past-client outreach

More referrals and reviews from clients you already have.

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First referral consult free · if nothing books, you owe nothing

Your past clients already trust you. The platform runs a friendly check-in by call, email, and iMessage that asks for a review or a referral. Referrals come back to you. You pay a usage fee per referral consult booked.

What is past-client outreach?

Past-client outreach means re-engaging people your firm already helped. You ask for a review or a referral from someone who already trusts you.

Most personal injury firms never go back to their past-client list. Life gets busy. Staff has no time. The list just sits there. BookedBack points the same outreach engine at people you already helped. It sends a friendly check-in by AI voice call, email, and iMessage. It asks for a review, with your review link included, or whether they know someone who was hurt. Referrals and booked consults come back to you.

BookedBack · past-client check-in LIVE
Closed case · Luis M. · settled 14 months ago
Hi Luis, it’s the team at your old firm. Hope things went well. Know anyone who needs help, send them our way.iMessage · delivered
Actually yes. My nephew got rear-ended last week.
Referral consult booked · Friday 9:00 AMfrom a client you already won

How does it work?

Four steps from your past-client list to a referral on your calendar.

1
Pull your list
Your past clients go into a shared sheet. That is all you do.
2
Reach out
A friendly check-in goes out by call, email, or iMessage in your firm's name.
3
Ask
Asks for a review (with your link) or a referral to someone who was hurt.
4
Route
Referrals and reviews come back to you. Referral consults land on your calendar with notes.

Every touch is an AI voice call, email, or iMessage sent in your firm's name, and you approve the script before anything goes out. The exact sequence is in our free past-client referrals playbook.

How much does it cost?

You carry no cost until a referral consult sits on your calendar.

You pay a usage fee per referral consult booked, typically $50–$300. No setup fee, no annual contract. Cancel anytime.

Your first booked appointment is free, with nothing upfront.

Why past clients are your best source of new cases

Past clients are the cheapest source of new cases and reviews. Most firms never ask.

They already know your work. They already trust you. A polite, timely check-in is all it takes to remind them you are there. Most firms leave this on the table because staff has no bandwidth to run it. BookedBack runs it for you on a steady cadence.

A client you won
Referral
5-star review
Referral
New client
New client
One client you already won turns into referrals, reviews, and new clients. Most firms never ask. BookedBack asks for you.

Past-client outreach vs the alternatives

Four ways firms try to get referrals and reviews from past clients. Here is how they compare.

ApproachWho does the workWhat you payTypical outcome
BookedBack We do it. Friendly check-in by AI voice call, email, and iMessage to people who already know you. Usage fee per referral consult booked, between $50 and $300. First booked appointment free. Your past-client list gets a real ask. Referrals and reviews come back to you.
Your staff Your front desk or paralegal, in between everything else. Their time, which is already spoken for. No time for it. It never gets done.
A mass email blast A bulk email tool, no personalization. Monthly platform fee. Low open rates. No calls. No real ask. No replies.
Nothing Nobody. Nothing paid, but referrals left on the table. Past clients drift away. Reviews never come. Cases go to other firms.

See it work on your own past-client list. Get a demo.

What results should I expect?

Across past-client campaigns: 40–60% of dialed contacts pick up within the first few attempts. Referral and review volume depends on your list size and the quality of past relationships.

BookedBack shares the real numbers from your own campaign as they come in.

Results depend on your list and how long ago you worked with each client. These are typical benchmarks, not a guarantee.

Is this outreach to past clients allowed?

Yes. This is outreach to people who are already your clients, with guardrails built in.

  • Calls follow TCPA-aware time windows. Email footers are CAN-SPAM compliant. iMessage goes from verified accounts.
  • You review and approve the script before any outreach goes out.
  • Anyone who says stop, "remove me", or "do not call" is taken off the list right away.
  • Voice calls are capped at three attempts per contact, with spacing between each one.

Compliance handled.

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Common questions

What do you say to my past clients?

The agent calls in your firm's name and thanks the person for their past trust. It then asks if they would leave a review (we include your review link) or know someone who was hurt. You approve the script before anything goes out. Nothing is sent without your sign-off.

Is it a robot calling my past clients?

Yes, it is an AI voice agent calling in your firm's name. It can answer basic questions and hand off to a live person if needed. Calls are made in allowed windows, spaced out, and capped at three attempts per contact.

Can someone opt out?

Yes. Anyone who asks to stop, says remove me, or asks not to be called is taken off the list right away. Opt-outs are respected across all channels: call, email, and iMessage.

Do I need new software?

No. BookedBack works from a shared sheet. Your past-client list goes in, results come back to the same sheet. The only thing we use on your end is a Google Calendar for any referral consults that book.

How do I pay?

You pay a usage fee per referral consult booked, between $50 and $300. There is no setup fee and no annual contract. Your first booked appointment is free. Cancel anytime.
Ready to put your past-client list to work?

Your first referral consult is free. If nothing books, you owe nothing.

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