Legal services: Ensure sellers receive ratification and coordinator intro

Transaction coordinators miss ratification notices, causing onboarding confusion and delayed closings. Sellers receive ratification details and a coordinator intro so expectations are aligned.

Overview

Missed ratification emails lead to onboarding confusion and delayed closings for legal practices. This workflow ensures every seller gets ratification details and a transaction coordinator introduction, aligning expectations and keeping matters on track. Law firms find clearer handoffs and fewer follow-ups when this process runs consistently.

Notable Features

Send ratification details to sellers
Introduce transaction coordinator to seller
Include formatted key dates and contacts