1.Detects project phase change
Integrate Filevine to detect the project phase change and to proceed for the configured file setup phase.
Send welcome email when case enters file setup
Automatically monitor Filevine project phase changes across Microsoft Outlook workflows. Get instant welcome emails when file-setup phase is reached, intake packet exists, or opt-outs are not selectedβso you can personalize greetings, attach intake packets, and CC the right people without manual follow-up.
How this automation sends welcome emails to new clients
When case phases change without a repeatable checklist, welcome emails and intake packets get missed. This automation monitors file setup triggers and delivers personalized outreach with intake attachmentsβso your team can reduce manual follow-up.
Filevineor swap with your favorite app
2.Looks up project contact
Integrate Filevine and contact directory tools to look up the project client contact to personalize the email greeting.
3.Retrieves intake packet
Integrate Filevine and document retrieval tools to retrieve the intake packet PDF or project file link.
4.Sends templated welcome email
Integrate Microsoft Outlook and email template tools to send the welcome email with CCs and the intake packet attachment.
Microsoft Outlookor swap with your favorite app
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