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 Settings > Automations
- Click "Create Automation"
- Select trigger: "Settlement Offer Received"
- Choose notification channels (app, email, SMS)
- Customize the message template
- Set up follow-up reminders
- Activate 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.
Follow-Up Workflow
Configure escalation if no response:
- 24 hours: Automated reminder message
- 48 hours: Attorney receives alert
- 72 hours: Case flagged for manual follow-up
Documentation
All notifications are logged automatically:
- Timestamp of each message sent
- Delivery confirmation
- Client acknowledgment if received