Send welcome email with onboarding info to client

New matter records without immediate outreach leave clients unsure how to share documents or begin the case. It sends a secure welcome with portal instructions so clients are onboarded the same day.

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Overview

Manual welcome emails and missed onboarding steps slow down case momentum and risk client confusion. Automating the welcome and portal instructions at matter creation sends secure onboarding guidance the same day and frees your intake coordinator to focus on higher-value client work.