Send post-341 discharge and course reminders to clients
Send post-341 discharge and course reminders to clients
Your clients' post-341 follow-ups often omit the required course and discharge timing. It sends the course link and discharge timeframe by email and SMS same day.
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Overview
Missed post-341 communications create extra calls and compliance delays for small practices. This flow extracts the case reference from the meeting, finds the matter, and delivers the second-course link and discharge timing by email and SMS within days, while logging outreach in the matter record.