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Letter Generator is under Marketing in the sidebar. It writes letters for law firms. If you don’t see it, email support@outboundlegal.com.
The Letter Generator writes the words of your letter. You answer questions about your firm, pick a style, and get a letter with every merge field already in place. You then paste it into Word, add your letterhead, and upload it as a template.
The letter is a draft, not a letter that is ready to mail. You are responsible for what your firm sends. We always recommend that New Jersey firms send the letter to the court system’s Committee on Attorney Advertising for review before the first mailing. See Have the letter reviewed before you mail it.
The Letter Generator page with a list of letters and a Copy button on each row

Every letter you have generated or edited is kept in this list.

Write a letter for one filter

A letter works best when it speaks to the people it goes to. If your campaign uses a filter, start from the campaign.
  1. Create a letter campaign and choose your filter on the Filter step.
  2. On the Template step, click Generate a letter targeted for this filter. It opens in a new tab, so your campaign stays where you left it.
The Template step of a new campaign, with the link Generate a letter targeted for this filter
  1. We read your filter and tell you who it reaches. Then we ask about those cases first. For a commercial vehicle filter, for example, we ask for your verdicts, settlements and credentials in commercial vehicle cases.
The About this filter step, asking for commercial vehicle results and credentials and whether someone in the office speaks Spanish

The first questions are about the cases your filter reaches.

  1. The rest of the questions are about your firm and this letter. They are filled in from your last letter, so you only change what’s different.
  2. Click Choose letter style, pick a style, and click Generate letter. It usually takes under a minute.
The letter only states facts you gave us. If you leave the results question blank, the letter talks about the reader’s situation and does not claim a track record. You can also click New letter on the Letter Generator page to write a general letter that isn’t tied to a filter.

Letters in English and Spanish

When your filter selects Spanish-language names, you get two letters that say the same thing: one in English and one in Spanish. Print the English letter on the front of the page and the Spanish letter on the back. Each letter has a link to its other side. Copy each one into your Word file: English on page 1, Spanish on page 2. Then turn Double-sided printing on for the campaign. See Set up your letter template.
A generated letter in Spanish, marked Spanish side, with a link to open the English side

The Spanish side. The merge fields are the same as on the English side.

If nobody in your office speaks Spanish, answer No to that question. The Spanish side will then not promise a Spanish speaker.

Can people text your number?

One question asks whether people can text the phone number on the letter. If you answer no, we recommend using our free phone number, which takes both calls and texts. Many people would rather text a law firm than call. Email support@outboundlegal.com to set one up.
The texting question turned off, with a note recommending the free phone number that takes calls and texts

Read, copy and edit your letter

A finished letter with the buttons Edit answers, Try another style, Regenerate, Edit letter and Copy letter
  • Copy letter copies the letter with its bold text and highlighted phone line. Paste it into Word.
  • Edit letter lets you change the wording yourself. Save as new letter keeps your version as a new letter marked Edited by you. The letter you started from stays in your list.
  • Regenerate writes a new letter from the same answers in the next letter style. Each click gives you a different approach. After the last style it starts again at the first.
  • Try another style lets you pick the style yourself, without asking the questions again.
  • Edit answers takes you back to the questions.
A regenerated letter in the Empathy and Understanding style, with a message saying which style it was written in

After Regenerate, the page names the style the new letter was written in.

A letter open for editing, with a short key explaining tags, bold text and the highlighted phone line

Editing a letter. Keep every {{...}} tag spelled exactly as it is.

If an edit removes or misspells a merge field, nothing is saved and the page lists what to fix. A misspelled field would print wrong on every letter. To use an older draft, find it in the list on the Letter Generator page and click Copy on its row.

Have the letter reviewed before you mail it

The Letter Generator writes a draft. It does not check the letter against your state’s attorney advertising rules, and it is not legal advice. An attorney at your firm should read every word before it goes out. In New Jersey, we always recommend one more step. The New Jersey court system has a Committee on Attorney Advertising. A New Jersey attorney can send it a letter they plan to mail and ask, in writing, whether it follows the advertising rules. Do this before your first mailing.
  • Send the finished letter, on your letterhead, the way it will print. New Jersey’s rules cover how a letter looks, not only what it says.
  • Wait for the answer before you turn the campaign on.
  • If you change the wording later in a way that matters, send the new version.
The court also runs an ethics hotline for New Jersey attorneys at 609-815-2924. It helps you find the rules. It does not approve letters. If you mail in another state, check that state’s rules. Some states have their own review or filing step.

Turn the letter into a template

  1. Paste the letter into a Word file with your letterhead.
  2. Add highlights or colored text to the lines that matter most. The Letter Generator writes the words. It does not add highlights or color, and those draw the reader’s eye.
  3. Have the letter reviewed. See Have the letter reviewed before you mail it.
  4. Upload the file under Marketing → Templates, and click Test to see it filled in with sample details.
  5. Go back to your campaign and choose the template on the Template step.
Set up your letter template covers the address block, page count and printing.