Keep operations coordinators notified when amendment emails are scheduled
Keep operations coordinators notified when amendment emails are scheduled
Operations coordinators miss scheduled amendment records, so client and lawyer notifications slip. It posts amendment sends when a schedule is created, so clients and lawyers get consistent updates.
Overview
Operations coordinators risk missed client and counsel notifications that stall case progress. This workflow posts amendment sends from schedule records to your email provider and notifies assigned lawyers, eliminating missed notifications and keeping case teams aligned so they can act promptly.
Notable Features
- Post amendment emails on schedule creation
- Notify assigned lawyers and clients
- Update schedule record with send status