WHICH FOLLOW-UPS ARE
WAITING ON US?
Clio Grow · RingCentral · DocuSign
A practice relied on staff to remember intake reminders, signature follow-ups and call-backs, each sent from a different app.
- Scheduled today
- 7
- Sent this week
- 46
- Awaiting signature
- 5
- Paused by staff
- 0
Next automated actions
Nothing is sent before its scheduled time. Staff can pause any item.
- Scheduled
- Scheduled
- Scheduled
- Scheduled
Message preview
Intake questionnaire not returned after 2 days
Hi Maya, this is Whitfield Family Law. A reminder to finish your intake questionnaire before Thursday’s consultation. Reply here if you have any questions.
Will send as scheduledThis demo runs on sample data, and the firm and people in it are fictional. Change the filters and every figure recalculates.
What we
built.
We schedule those follow-ups from events in Clio Grow, DocuSign and RingCentral. Outgoing messages and staff tasks wait in a queue, with the exact wording visible before anything is sent.
The service was built preview-first: staff could review what a workflow would send before it took any live action.
Where the data comes from
- Clio Grow
- Leads, consultations and intake questionnaires
- DocuSign
- Envelope status for engagement letters and forms
- RingCentral
- Texts, calls, voicemail and fax
- Clio Manage
- Staff tasks
Related platforms
Tell us which reminders your team still sends by hand, and we’ll map out what could run without them.
Plan your intake automation