Senior tax attorney: hourly SMS lead digests for review
Senior tax attorney: hourly SMS lead digests for review
Senior tax attorney misses promising SMS leads buried in messages, risking lost retainers. Hourly digests format conversations into a prioritized review list, so follow-ups happen quickly.
Overview
Missed SMS follow-ups can let high-value prospects slip and cost small law firms retainers. This workflow delivers hourly, formatted SMS digests to your senior tax attorney, turning messy message threads into a prioritized review list so urgent prospects are flagged and followed up quickly.
Notable Features
- Compile SMS conversations by lead
- Format digest into prioritized review list
- Notify senior attorney with summary