Communication Center
Standardized messages connected to workflow stages.
Intake
Intake Acknowledgment
- Trigger
- New case received
- Used when
- A new request or referral is received.
Onboarding
Onboarding Confirmation
- Trigger
- Engagement completed
- Used when
- The client has completed onboarding requirements.
Review
Review Request
- Trigger
- Documents ready for review
- Used when
- A client needs to review a prepared document.
Review
Revision Notice
- Trigger
- Approved revisions available
- Used when
- Updated documents are ready for review.
Finalization
Finalization Notice
- Trigger
- Final version approved
- Used when
- The final document is ready for execution.
Completion
Completion Notice
- Trigger
- All required documents received
- Used when
- The workflow is complete.
Follow-up
Review Follow-Up
- Trigger
- No response after 3 business days
- Used when
- A client has not responded to a review request.