Send welcome email with scheduling link for Chapter 7

Your Chapter 7 intake lacks clear next steps, causing paralegals to scramble for scheduling. Your team can start document prep same day after clients receive a welcome email with a scheduling link.

Overview

When a client completes your Chapter 7 intake, this workflow sends a consistent welcome email with a scheduling link so paralegals and intake coordinators aren’t left triaging ad-hoc messages. It turns reactive outreach into same-day onboarding outreach, reducing scramble and speeding document collection.