Prevent outreach after client STOPs for legal project managers
Prevent outreach after client STOPs for legal project managers
Legal project managers see intake coordinators message clients who text STOP, creating compliance risk and eroding client trust. CRM flags opt-outs so intake staff stop outreach and honor preferences.
Overview
Accidental outreach after a client texts STOP creates compliance risk and erodes trust for legal firms. This workflow marks opt-outs in your CRM and notifies intake coordinators so outreach stops and an auditable opt-out trail exists.
Notable Features
- Flag contacts on STOP message
- Notify intake coordinators immediately
- Update CRM opt-out field