For coaching firms: Notify clients when hearings are set

Managing members get hearing notices in email, leaving clients uninformed and risking missed appearances. Text clients hearing date and location so they can plan to attend.

Overview

Missed hearing notices leave clients exposed to missed appearances and disrupt coaching relationships. This workflow converts every hearing email into a client SMS with date and location, removing last-minute surprises and ensuring clients can plan to attend. The result is faster client awareness and reliable follow-up where it matters most.

Notable Features

Send SMS with hearing details
Update client record with hearing
Log a timestamped hearing note