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.
Workflow preview:
Zap details:
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.