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Engagement Scoring

for Legal & Accounting Firms

How engaged are your customers with your organisation?

Swift Digital is your all-in-one engagement scoring platform.

An engagement score is a measure of just how well your users are connected to your brand. Each user has a unique score based on their interactions with your pages and communications.

See it in action. Schedule a demo of our engagement scoring platform….


Follow stakeholder engagement across multiple marketing channels


Divide your client databases according to engagement levels


Assign scores to actions to measure engagement levels


Pinpoint your most effective marketing channels


Design more targeted campaigns for clients


Effortlessly gather the key data you need

Australian legal & accounting firms of all sizes have selected Swift Digital as their engagement platform.

The aim of marketing is to know the customer so well, the product or service fits them and sells itself.

Peter Drucker

Why Swift Digital?

As approved government suppliers in the states of VIC, NSW, and QLD, Swift Digital serves many organisations that are especially concerned about data privacy.

With servers located here in Australia, all customer data remains under strict local jurisdiction. Our platform complies with all Australian privacy and anti-spam laws.

This provides great peace of mind not only to government departments but to many large accounting, legal, education, banking, superannuation, and investment organisations.

Since 2001, we’ve grown the platform to include a suite of marketing automation services that make life easier for such organisations: event management, email marketing, online surveys, SMS marketing, and landing pages, as well as engagement scoring.

For legal and accounting firms that lack the time or expertise to market their businesses effectively, we can help you make more impact.

Your data is safer with us!

With data servers located in Australia, your data always remains under Australian jurisdiction. This gives our clients peace of mind – as does the fact that we’re fully compliant with all anti-spam and privacy laws.

Swift Digital is intuitive to use, and their helpful staff are available on chat so questions can be answered quickly and easily. At Swaab we use Swift Digital for several different communications, but it is in events that we have found the program to be a real time saver. We often get compliments on our invitations and the easy guest registration process.

Swaab Law Firm

Who's it for?

For legal and accounting firms, tracking engagement levels across multiple channels for a range of stakeholders provides valuable data.

For instance, it could help you target prospective clients more effectively if you track their engagement levels with email, SMS, and landing pages.

And how could it help your change initiatives if you were able to track employee engagement levels?

Knowing which stakeholders are most and least engaged with your campaigns is a big advantage for designing future ones.

Engagement scoring helps you segment your database for better targeting. For instance, setting up a personalised ‘reactivation’ email campaign for your least engaged clients to reignite their interest.

In this way, legal and accounting firms can get closer to clients, potential clients, and other stakeholders in the business…

More targeted communications:

  • Follow stakeholder behaviour across multiple marketing channels

  • Decide which actions to ‘score’ & assign engagement values

  • Use a scale of values to measure activities like click, register, download, etc.

  • Segment stakeholders by engagement level using simple built-in tools

  • Run more targeted campaigns for different database segments

  • Easily identify the most-engaged & least-engaged stakeholders

  • Export segment data to Excel or mailing lists

  • Integrate with Salesforce for a 360-view of your clients


Get a clearer view of your clients

Legal and accounting firms that have failed to market their business effectively in the past can get ‘closer’ to existing and future clients by learning more about their interactions.

If you know their engagement levels with your firm, you can better tailor personalised campaigns for them.

Tracking and measuring their interactions across multiple marketing channels provides a clearer ‘view’ of your clients – and you can better understand what they respond best to. This helps you keep them happy.

You set the rules about what to track and the scores to assign; then it’s our job to ensure that you receive accurate data to make decisions and improve marketing outcomes.

In other words, we help you create maximum impact with minimal demand on your precious time.

Score Triggers

Automatically update the score of contacts based on their behaviour

When a contact attends an event

Increase their engagement score by 500pts

Targeted Email

Send targeted emails to contacts based on their scores.

When contact reaches 1000pt score

Add them to ‘highly engaged’ mail list

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Need more than engagement scoring?

Effective engagement scoring usually requires measuring activity across multiple marketing channels.

These channels are all available on the Swift Digital platform. Here you’ll find marketing automation tools for email marketing, event management, online surveys, landing pages, mobile and SMS, and more.

The tools integrate with Salesforce or other CRM software, allowing you to manage your client marketing from one centralised hub.

Learn more: Online Surveys

Email Marketing

Effortlessly create stunning emails, newsletters, and campaigns using our drag-and-drop email builder.


Create simple or complex surveys using over a dozen question types and branching logic.

Landing Pages

Build web pages like you build emails. Create forms to capture leads and contacts.

Mobile and SMS

Send personalised messages to your contacts and monitor responses.


Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

Event management

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

What's next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

Get Started

Recent Engagement Scoring Related Articles

For More Tips, Tricks and Information About Engagement Scoring - Subscribe To The Swift Digital Blog

20 October 2017 in Engagement Scoring

Engagement Activities You Need to Pay Attention To

Engaging leads and customers on a mass scale is far easier now, thanks to the digital age, but it can also be overwhelming. With so many channels to pursue, and so much to measure in the process, it can be difficult to know where to start. Below, we have taken…
Read More