AI-Powered Case Status Updates
Automated client-friendly status updates when cases move between pipeline stages
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Automated client-friendly status updates when cases move between pipeline stages. Reduces "what's happening?" calls by 80%.
How It Works
1
Stage Changed
Opportunity moves between stages
2
Generate Update
AI creates client-friendly explanation + timeline
3
SMS: Update
"Case Update 📋: Moved to {{stage}}. Details in email. Questions? Reply here."
4
Email: Detailed
Subject: "Case Update — {{stage}}" — What it means, next steps, timeline, action items
5
Track
Update sent + date logged
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.