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Send call and SMS reminders before client appointments

Send call and SMS reminders before client appointments

Your client appointments go unconfirmed and attorneys lack caller context before sessions. Ensure clients get a voice call and SMS so sessions start on time, minutes ahead.

Send call and SMS reminders before client appointments

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Overview

Missed or late client calls create extra catch-up work and undermine trust; this flow places a short voice call and a follow-up SMS minutes before scheduled sessions to confirm attendance. Intake coordinators and attorneys get confirmations and context in time for the appointment.

Send call and SMS reminders before client appointments