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188 automations found
The first 90 days determine lifetime membership
The first 90 days determine lifetime membership. Build habits, celebrate milestones, catch at-risk members.
Countdown alerts for critical deadlines — statute of limitations, filing cutoffs — with escalating urgency notifications
Countdown alerts for critical deadlines — statute of limitations, filing cutoffs — with escalating urgency notifications.
Tracks demand letters from sent through response, with automated follow-ups and client communication
Tracks demand letters from sent through response, with automated follow-ups and client communication.
Intelligent waitlist with priority scoring and cascading notifications
Intelligent waitlist with priority scoring and cascading notifications. Never have empty slots when people are waiting.
Monitors cases stuck in the same stage too long, alerting attorneys before cases go cold and clients get frustrated
Monitors cases stuck in the same stage too long, alerting attorneys before cases go cold and clients get frustrated.
Optimize the online booking experience with smart defaults, follow-up for drop-offs, and booking confirmation
Optimize the online booking experience with smart defaults, follow-up for drop-offs, and booking confirmation.
Intelligently match clients to the right provider based on specialty, availability, preference, and load balancing
Intelligently match clients to the right provider based on specialty, availability, preference, and load balancing.
Tracks response deadlines from opposing counsel with automated escalation when deadlines pass
Tracks response deadlines from opposing counsel with automated escalation when deadlines pass.
Automated monthly email summarizing case progress — the #1 reducer of "what's happening?" calls
Automated monthly email summarizing case progress — the #1 reducer of "what's happening?" calls.
Auto-schedule recurring appointments (weekly PT, monthly cleaning, quarterly check-ups) with smart reminders
Auto-schedule recurring appointments (weekly PT, monthly cleaning, quarterly check-ups) with smart reminders.
Multi-touch reminders for court dates, depositions, mediations — ensuring clients are prepared and present
Multi-touch reminders for court dates, depositions, mediations — ensuring clients are prepared and present.
Identify gaps in tomorrow's/this week's schedule and proactively fill them with targeted outreach
Identify gaps in tomorrow's/this week's schedule and proactively fill them with targeted outreach.