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How can I avoid manually resending Client Requests?
How can I avoid manually resending Client Requests?

Avoid a manual resend of client requests by pre-setting additional reminders to send automatically.

Written by Advisory Solutions
Updated over a week ago

If you start work items well ahead of a filing deadline because you know some clients may take weeks to respond to your document requests, you can automate additional follow-ups to the client without manually re-sending client requests by creating client request sections that auto-send far after the work start date.

If you increase the rate you charge your client the closer you get to a filing deadline, these messages can also be timed to remind the client of that urgency.

For clients who respond promptly and do not need these extra reminders, simply check the box complete for the client request while processing their documents and the reminder will not send.

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