Generate and email disclosure letters to law firms
Generate and email disclosure letters to law firms
You record funding disbursements manually, which delays delivery of required disclosure letters to law firms. Auto-generating and emailing letters speeds delivery and keeps records updated same day.
Overview
Manual disclosure letters create operational bottlenecks and slow legal handoffs. This flow generates the disclosure from your template, deposits it in the client's folder, and emails the law firm immediately, keeping files current same day.