How to Send Emails to Solicitors Using CRM Templates

Learn how to quickly send template-based follow-up emails to solicitors directly from your client CRM records.

June 3, 2026 By Carmel Coman

This guide demonstrates how to send an email to a solicitor directly from a client's CRM record. By using pre-populated templates, you can quickly request missing information or send follow-up chasers without leaving the platform.

This process applies to team members managing client referrals and solicitor communications in Zoho CRM. Use this manual workflow to send chaser emails until the automated pipeline system is fully implemented.

To get started, open your CRM. The system automatically associates incoming and outgoing emails with the specific contact's record, keeping all communication in one place.

Step #1: Navigate to the relevant client record (e.g., Micky Mouse) within your CRM. — Navigate to the relevant client record (e.g., Micky Mouse) within your CRM.

Step #2: Click Send Mail located in the top right corner of the record. The recipient's contact information will auto-populate. — Click **Send Mail** located in the top right corner of the record. The recipient's contact information will auto-populate.

Step #3: In the new message window, click Insert Template. — In the new message window, click **Insert Template**.

Step #4: Select the appropriate template from the list, such as 1st Chaser - Further Information Required. This automatically inserts the solicitor's name, the client's name, the reference number, and a standard message. — Select the appropriate template from the list, such as **1st Chaser - Further Information Required**. This automatically inserts the solicitor's name, the client's name, the reference number, and a standard message.

We are actively cleaning up the template list to delete outdated options, so you will only see the most relevant, recently added templates.

Step #5: Review the requested information list in the email body. Delete any unnecessary bullet points so the solicitor can easily see exactly what specific details are missing. — Review the requested information list in the email body. Delete any unnecessary bullet points so the solicitor can easily see exactly what specific details are missing.

Step #6: Click Send to dispatch the email. — Click **Send** to dispatch the email.

Available Chaser Templates

Depending on how long you have been waiting for the solicitor to provide information, choose from the following sequence of templates:

Template Name	Use Case
First Chaser	Used when initially following up on missing information for a client's referral.
Second Chaser	Used as a secondary follow-up if the initial request goes unanswered.
Final Chaser, Waiting Further Information	Used as a final manual warning while a client sits stalled in the pipeline.

In the future, emails triggered by the "Waiting for Information" pipeline stage will be sent automatically. For the next month or so, please continue sending these templates manually.

Q: Do I need to manually enter the contact's email address?

A: No. When you initiate the email from the client's CRM record, the system automatically populates the associated contact information.

Q: Can I edit the template text before sending?

A: Yes. It is highly recommended that you delete any unnecessary bullet points from the template's request list so the solicitor knows exactly what specific piece of information is missing.

Q: Will these chaser emails always need to be sent manually?

A: No. An automated system is currently being programmed. Once completed, these emails will automatically trigger when a client enters the "waiting for information" pipeline stage.

Term	Definition
CRM	Customer Relationship Management system used to store client data and track communications.
Chaser	A follow-up message sent to prompt a recipient for a response or requested information.
Pipeline	A visual sequence of stages representing a client's progress through a workflow.

Template Name

Use Case

First Chaser

Used when initially following up on missing information for a client's referral.

Second Chaser

Used as a secondary follow-up if the initial request goes unanswered.

Final Chaser, Waiting Further Information

Used as a final manual warning while a client sits stalled in the pipeline.

Term

Definition

CRM

Customer Relationship Management system used to store client data and track communications.

Chaser

A follow-up message sent to prompt a recipient for a response or requested information.

Pipeline

A visual sequence of stages representing a client's progress through a workflow.