Notify clients at delivery when amendment window starts

Support agents miss amendment requests when delivery notices fail, causing revisions to lapse. Auto-email on delivery tells clients 10-business-day amendment window and how to request changes.

Overview

Missed amendment notices create frustrated clients and extra rework for support agents. This workflow ensures every delivery triggers a client-facing email and a record update, eliminating missed amendment windows and giving agents clear next steps so requests arrive while the window is open.

Notable Features

Send delivery emails to clients
Update client record to notified
Notify account owner of delivery