Send records phase update email to client contact
Send records phase update email to client contact
When a case moves to the Records Phase, your client communications often fall behind and intake details go unconfirmed. Clients are notified and intake records get confirmation within minutes.
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Overview
When matters enter the Records Phase, inconsistent messaging and manual outreach waste attorney time and frustrate clients. This flow sends the firm’s standard Records Phase email within minutes of a phase change, reducing follow-up calls and keeping intake details current.