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Add assigned matter emails to outreach sequence for follow-up

Add assigned matter emails to outreach sequence for follow-up

You get assignment emails with client addresses but no follow-up task, causing ad hoc outreach. Add contacts into a timed outreach sequence so reps have contextual leads ready within hours.

Add assigned matter emails to outreach sequence for follow-up

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Overview

Assignment emails often contain valuable contacts that go unworked because there is no follow-up task. This flow captures those contacts and adds them to your outreach sequence so reps receive contextual leads ready for outreach within hours.

Add assigned matter emails to outreach sequence for follow-up