Send renewal reminders to trial customers before expiry

Your trial accounts missing payment details often lapse, interrupting attorney access and delaying renewals. This sends reminders and a last-day notice so firms add payment info before access is cut.

Workflow preview:

Zap details:

Overview

When trialing attorneys lack stored payment details, accounts can lapse and workflows stall; this flow emails firms with a formatted trial-end date and a last-day call-to-action. It reduces manual outreach for customer success and helps secure payment details within days of expiry.