Using the Nationwide Attorney List in Surplus Systems

Step 1: Access the Attorney List

1. Locate the Attorney List: Navigate to the Nationwide Attorney List and click the designated link to open it.

2. Choose a State: For example, if you’re looking for attorneys in Alabama, filter the list accordingly.

Step 2: Export the List to a Google Sheet

1. Copy the List: Select the relevant entries from the list.

2. Paste into Google Sheets: Open a new Google Sheet and paste the information.

3. Format the Data: Ensure the columns include the following:

   • State

   • Law Office

   • Description

   • Phone Number

   • Email

4. Download as CSV: Once formatted, go to File > Download > CSV to save the data to your computer.

Step 3: Import the Data into Circular Systems

1. Go to CRM: Log in to Circular Systems and navigate to the import section.

2. Bulk Import: Click the bulk import option and upload the saved CSV file.

3. Map the Fields:

   • Map the law office name to the Name field.

   • Map the description to the Source or Description field.

   • Map the email to the Email field.

   • For phone numbers, select the Phone field.

Step 4: Create and Edit Marketing Automation

1. Review Automations:

   • Go to Marketing > Automation.

   • Locate the relevant workflow, such as "Lawyer Outreach."

   • Click Edit to view and customize email templates.

   • Modify content and custom fields to align with your outreach goals.

2. Assign Attorneys to the Workflow:

   • After editing the emails, go back to the CRM.

   • Select the imported attorneys.

   • Add them to the relevant workflow (e.g., "Lawyer Outreach").

Step 5: Test and Execute

• Verify Emails: Ensure emails are correctly formatted and tailored before launching the campaign.

• Activate Workflow: Enable the workflow to start automated outreach.

Need Help?

If you encounter any issues or have questions, please contact our support team. We’re happy to assist you with the process.

Thank you!