Ensure legal mailroom receives certified letters when flagged

Legal administrators miss 'Send to Mail' flags, causing certified client letters to be delayed and notice timelines jeopardized. Auto-email delivers the PDF to mailroom promptly.

Overview

Missed certified mailings put legal firms at risk of missed notice windows and client complaints. This workflow sends the flagged letter PDF straight to the mailroom inbox, removing manual handoffs and keeping notice timelines intact. Expect faster handoffs and far fewer mailing delays.

Notable Features

Send mailroom-ready PDF attachments
Route flagged items to mailroom
Add client reference and instructions