Mass emailing multiple clients/matters | Voters

Mass emailing multiple clients/matters

Gustavo Fiorelli

Any chance we add the feature to be able to mass email multiple clients using templates?

January 21, 2026

David

Hello Vinny R,

This feature should work something like MailChimp or other email list options.

Ability to create a saved lists for sending out bulk emails. For example, "Leads List" could be an email list of all contacts I received as leads but didn't move forward with, and I want to put them on an email drip campaign to continue marketing to them. I should be able to easily add to this list in whatever fashion you devise: 1) use of a tag; 2) Custom Field Status Toggle; 3) Go to the list and add a contact by search and click to add. It's about what level and depth of build-out you want to get into. I may also have a saved list of all my "Annual Maintenance List", whom I want to send a monthly newsletter to, etc.
A simple select contacts to send a single one-time email to is also nice and a welcome feature in addition to #1, but a different use case than what I've described in #1.

Thank you!

Vinny R

Hi Gustavo Fiorelli, Thank you for your request regarding the ability to send mass emails using templates. We’d like to better understand your requirement so we can design this in the most effective and practical way for your workflow.
Could you please help clarify the following:
How would you like to select the contacts?
Would you prefer to manually multi-select specific contacts from the Contacts list (for example, selecting 10–20 at a time)?
Or would you rather apply filters (such as Tags, Contact Type, Status, etc.) and send the email to all contacts matching that filtered view?
Should this work as a one-time send or support saved rules?
When sending, should it go to the contacts matching the filters at that specific moment only (a one-time snapshot)?
Or would you like the ability to save filter-based lists (for example, “VIP Clients” or “Inactive Clients 90+ Days”) and reuse them in the future?
Your input on these points will help us ensure the feature aligns exactly with how you intend to use it.
Looking forward to your thoughts.
Best regards,

Gustavo Fiorelli

Vinny R
Hey Vinny,
Thanks for following up on this.
I'll try to answer those to the best of my ability.
1 - Manually Multi-select specific contacts or have the ability to "select all" within a case type, would be super helpful.
If possible to add that AND filters such as Tags or Case Status/Stage.
2 - Definitely support saved rules.
Sometimes we need to create groups such as "Clients that still need X Documents", would be great to be able to save a rule and be able to send them weekly emails when needed, and remove the ones that reply.
PS: One suggestion here too, we had this before on our previous CMS.
When going to Mass Email, we could either select them manually, select all or there was field where we could put a list of Case #s for every case we would like the email to be sent to.
Let me know if anything else is needed.
Thanks.

Christy M. Penton, Esq.

Vinny R I previously used Keap. I added a tag to the contact, then could send a blast email to all contacts with the tag. "Add tag" and "Remove tag" were also workflow options where adding a tag could trigger a workflow, then when complete, the tag could be automatically removed.