IT: Send client SMS when follow-up note added

IT staff mark matter notes for follow-up, causing client outreach to stall and cases to lose momentum. It sends a personal SMS when the note updates, so case handlers re-engage clients quickly.

Overview

Missed client follow-ups let cases go cold and risk client satisfaction in specialized consumer services. This workflow links flagged matter notes to SMS outreach so case handlers re-engage clients quickly, reducing missed follow-ups and restoring case momentum.

Notable Features

Send personalized SMS from notes
Create follow-up log entries automatically
Route client replies to handlers