Business owners: alert clients when payments are mentioned
Business owners: alert clients when payments are mentioned
Business owners miss trustee document needs when filings mention online payments, causing delays and client confusion. It triggers targeted client messages so trustees receive acceptable documentation and clients know next steps.
Overview
Missed notices about online payments leave trustees waiting and clients confused, risking delays in case handling. This workflow delivers targeted client messages with a trustee-ready checklist, eliminating ambiguity and ensuring required documentation is routed to the case record so support can close the loop.
Notable Features
- Send tailored client instructions
- Flag filings mentioning online payments
- Attach required-document checklist to message