Send client disengagement letter when intake status updates
Send client disengagement letter when intake status updates
You miss disengagement letters when intake statuses change, leaving clients uninformed and files inconsistent. It generates the letter, emails the PDF, and updates records same day.
Overview
If intake statuses change without follow-up, clients can be left unaware and records fall out of sync. Turn a status update into a signed PDF and outbound email automatically, keeping clients informed and files current the same day.