Send staged document reminders to new legal clients

Your intake webhook can create welcome tasks without client documents, leaving onboarding teams stalled. Send staged reminders to reduce manual chasing and collect documents before the next milestone.

Overview

Stop onboarding bottlenecks caused by missing client documents and remove repetitive follow-up work from your coordinators. This flow sends staged reminders tailored to matter type so required documents arrive without manual chasing, typically within the first two weeks.