Notify clients to complete intake forms in PracticePanther, find contact, and send email via Outlook
Notify clients to complete intake forms in PracticePanther, find contact, and send email via Outlook
Notify your clients to complete intake forms when a new legal matter is created in PracticePanther. This ensures timely communication and follow-up, enhancing client engagement and improving your workflow.
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Overview
Notify your clients to complete intake forms when a new legal matter is created in PracticePanther. This ensures timely communication and follow-up, enhancing client engagement and improving your workflow.