Send client letters, attach PDF, and archive to matter folder

When a client notification status changes in your board, you may miss sending the formal letter. You get the letter emailed and the PDF archived to the matter folder same day.

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Overview

Missed client letters create compliance risk and slow intake handoffs; this flow ensures each finalized letter is delivered and archived without manual steps. Paralegals get an auditable email and the PDF placed in the matter folder the same day, so follow-up and reviews happen on schedule.