Settlement Disbursement Updates
Post-settlement updates on disbursement timeline, lien satisfaction, and check readiness
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Settlement Disbursement Updates automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: Proactive updates prevent frustrated calls and drive 5-star reviews at the finish line..
How It Works
1
Settlement In
Funds received
2
SMS: Great News
"Settlement received! Processing disbursement now."
3
Email: Timeline
Subject: "What Happens Next" — Timeline, lien process, expected date
4
Processing
Lien resolution period
5
SMS: Progress
"Finalizing disbursement. Expected: {{date}}"
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.