Send receipt and save certificate to client folder
Send receipt and save certificate to client folder
Your certificate emails arrive untracked in the inbox, delaying client confirmations and matter updates. It notifies clients and files the PDF so matters stay current same day.
Overview
Stop letting certificate receipts sit in the inbox — this flow extracts client info, files the PDF to the client folder, and confirms receipt to the client. That keeps matters current and delivers same-day confirmations for intake coordinators and the managing member.