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Create client care letter and attach to CRM

Create client care letter and attach to CRM

Your client care letters aren't sent or linked to matter records, leaving intake and billing teams waiting. This sends the letter and links it to CRM same day.

Create client care letter and attach to CRM

Overview

Stop onboarding bottlenecks caused by missing client care letters—generate and send the letter automatically when a deal advances. The signed document is linked back to the CRM so intake coordinators and billing staff have the link same day, ready for follow-up.

Create client care letter and attach to CRM