Send new will response email to owner and team
Send new will response email to owner and team
Your will summary documents appear in a shared folder without alerts, leaving client responses unreviewed and matters stalled. You receive an email alert so reviewers can act the same day.
Overview
When will summaries land silently in a folder, client matters stall and intake momentum is lost. This flow turns each new document into an immediate email alert so your owner and intake coordinator can review and start follow-up within minutes, enabling same-day progress on matters.