Prompt communication of settlement offers is critical. Set up automated workflows to ensure clients are informed immediately.
Why This Matters
- Settlement offers often have time-sensitive deadlines
- Clients expect quick communication on major developments
- Documented notifications protect against claims of poor communication
Creating the Automation
- Go to Messaging, then Automations and create a new automation.
- Who it goes to: Build your audience (for example,
case phase is any of Settlement). - When it fires: Choose the The case last changed phase trigger, set to 0 days after.
- What it does: Add a Send a message action and paste in your template.
- How it reaches them: Push notification is always on. You can also tick Text message or Email.
- Save the automation.
Recommended Message Template
{{client_first_name}}, Important update on your case: We've received a settlement offer from the insurance company. Please call our office at your earliest convenience to discuss. Time may be limited to respond.
Documentation
All notifications are logged automatically:
- Timestamp of each message sent
- Delivery confirmation
- Client acknowledgment if received