1.Detect phase change event
Integrate Filevine to detect treatment-phase change events using the phase-change payload and start the outreach workflow.
Send treatment phase notification email to case client
Automatically monitor treatment-phase changes across Filevine projects and client contacts. Get treatment-phase emails when phases shift, care starts, or matters advance β so you can notify clients, bcc the case inbox, and keep outreach documented without manual outreach tracking.
How this automation documents treatment outreach
When treatment-phase changes happen, delays can break communication and documentation. This automation finds the client contact, filters for email presence, and sends a treatment notification email with case inbox BCC β so your team keeps outreach recorded.
Filevineor swap with your favorite app
2.Find project and contact
Integrate Filevine and client record tools to look up the client using the project ID and map the client reference for the contact lookup.
3.Continue only with email
Integrate Filter by Zapier and contact validation tools to continue only when the contact has at least one email address present.
Filter by Zapieror swap with your favorite app
4.Send treatment notification email
Integrate Gmail and email templating tools to send the treatment-phase message, BCC the case inbox, and include the project reference.
Gmailor swap with your favorite app
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