Demand Letter / Settlement Tracker
Tracks demand letters from sent through response, with automated follow-ups and client communication
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Tracks demand letters from sent through response, with automated follow-ups and client communication.
How It Works
1
Demand Sent
Tag + date applied
2
Pipeline
"Demand Letter / Negotiation"
3
SMS: Client
"Demand letter sent. Expect response in ~30 days. We'll keep you posted!"
4
Email: What to Expect
Subject: "Demand Letter Sent" — Timeline, outcomes
5
Wait 30 Days
Response window
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.