For legal marketing ops: Keep clients informed on case updates

Marketing ops at law firms face client frustration when case updates are missed. Send phase-specific email and SMS after record changes so clients receive confirmations and staff avoid manual outreach.

Overview

Missed status updates erode client trust and drive repeated inbound requests for legal and support staff. This workflow sends phase-specific email and SMS when records change, eliminating manual outreach and enabling consistent, auditable client confirmations. Marketing ops can deploy it to keep client communications timely and reduce avoidable follow-ups.

Notable Features

Send phase-specific email and SMS
Attach contact vCard to messages
Log notifications to case history