Send appointment SMS confirmations and log outreach note
Send appointment SMS confirmations and log outreach note
Appointment steps in your case system often lack timely client confirmations, creating schedule gaps. Confirm by SMS and log outreach so solicitors and coordinators are prepared same day.
Overview
Manual SMS confirmations consume staff time and allow last-minute gaps in small legal practices. This flow sends tailored SMS confirmations and logs outreach automatically, so solicitors and intake coordinators have client notice and preparation details the same day.