Send matter confirmation emails when client records update
Send matter confirmation emails when client records update
Your matter updates often require manual client follow-up, creating extra work for project coordinators. This sends confirmation to clients and notifies coordinators within minutes.
Overview
When matter records change, coordinators often spend hours manually confirming receipt with clients and juggling intake tasks. This flow sends branded confirmations within minutes of an update and routes alerts to project coordinators, ensuring same-day acknowledgement and fewer manual handoffs.