BRIO Automated Marketing (BAM)
Automated client messaging inside Salesforce and Litify.
BAM sends timely, event-based or scheduled notifications by email and SMS, driven by a flexible rule engine. It supports TCPA compliance, logs every message as a Salesforce Task, and integrates with Flows and Apex.
Event-based or scheduled
Compliance support built in
Every message saved as a Task
Works with your automation
Client engagement
Keep clients informed without the busywork
Clients want to know what’s happening with their case, and staff spend hours sending the same updates by hand.
BAM automates those touchpoints. Rules decide when a message goes out, email and SMS reach clients where they are, and every message is logged in Salesforce, so your team always knows what was sent.
BAM helps firms
- Send updates when a matter changes stage
- Schedule reminders for appointments and deadlines
- Nurture leads and new clients automatically
- Support TCPA compliance for texting
- Keep a record of every message in Salesforce
Features
BAM features
Rule Engine
Flexible rules decide which messages go out, to whom, and when.
Email & SMS
Reach clients by email or text from one place.
Event-Based & Scheduled
Trigger messages from record changes or send them on a schedule.
TCPA Compliance
Built-in support for TCPA compliance when texting clients.
Task Logging
Every message is logged as a Salesforce Task on the right record.
Flow & Apex Integration
Works alongside your existing Flows and Apex automation.
Related work
BAM and related Litify work
BRIO Automated Marketing.
Yes. BAM runs in Salesforce and works with Litify, logging every message as a Task.
Yes. BAM sends both email and SMS, with support for TCPA compliance.
Get started
See BAM in action
Tell us how your firm communicates with clients today. We’ll follow up to set up a demo.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.