Send settlement SMS and log client note per matter

Your settled matters don't trigger consistent client updates, leaving clients unsure about next steps and paralegals chasing details. Notify clients via SMS and log a CRM note for same-day outreach.

Overview

When a matter is marked settled, clients expect immediate clarity and your paralegals need a reliable record. This flow sends a templated SMS within minutes and writes a CRM note so your team has a same-day audit trail for disbursement and follow-up.