See where your own follow-up stalls.
Book an auditCASL rules for automated follow-up
Automated follow-up by text or email depends on consent. In Canada, CASL sets the rules for commercial electronic messages, and PIPEDA sits beside it for how personal information is collected and used.
What CASL expects
- Consent before the message is sent, express or implied, with a record of how it was obtained
- Identification of who is sending the message
- A working unsubscribe that is honoured
How this shapes follow-up
A follow-up sequence starts only when consent is on record for that channel. Every message names your firm. An opt-out stops the sequence and is recorded against the contact. Replies that need a person go to your team.
This note is general information, not legal advice. Your firm remains responsible for its own compliance decisions.
Antoine Cuvelier founded Intakes.io in 2020 and manages intake and follow-up for Canadian employment law firms.
More from Antoine→Book a 30-minute audit on your numbers.
Bring one recent month of inquiries. Leave with a written list of where your follow-up stalls.
The findings are yours whether or not we work together.