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For managing directors: prevent clients slipping through will onboarding

For managing directors: prevent clients slipping through will onboarding

Managing directors at small law firms find buyers leaving wills unfinished after order emails. Send an immediate help email plus a four-week reminder so clients finish documents and escalations fall.

For managing directors: prevent clients slipping through will onboarding

Overview

Law firms risk escalations and unhappy clients when buyers leave wills unfinished after purchase emails. This workflow ensures every buyer receives an immediate help message and a four-week reminder, turning onboarding gaps into completed wills and fewer support escalations.

Notable Features

  • Send immediate help email
  • Schedule four-week reminder email
  • Verify purchase status before follow-up

For managing directors: prevent clients slipping through will onboarding