Send client payment reminder when security is missing
Send client payment reminder when security is missing
Your case checklists often lack payment confirmations, leaving cases stalled and filings at risk. Send clear payment reminders to clients so case managers can progress matters same day.
Overview
When payment or security is missing, cases stall and workload piles up for case managers. This workflow sends tailored reminders and logs outreach automatically, letting managers move matters forward and prevent same-day filing delays.