Client Document Return Automation
A done-for-you law firm automation built for the Client Services Associate, connecting Twilio, Clio, and Mailchimp so the work below happens on its own.
What this automation does, step by step
At case closure, original documents that need to be returned to the client automatically trigger a return or pickup notification, ensuring nothing is left sitting forgotten in a file cabinet for years after a matter has closed.
The client services associate gets a checklist confirming every original document has actually been returned before the file is fully closed out, and clients get their original wills, contracts, and titles back in hand promptly instead of having to call the firm months later wondering where an important original document ended up.
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a client services associate is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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