Client status updates in conveyancing require paralegals to manually check case milestones, draft personalized emails, and post updates across multiple channels. This repetitive work consumes significant time and creates inconsistencies in communication quality and timing.
Automation monitors transaction milestones, generates templated updates, and distributes them to clients via email and portal simultaneously. The paralegal reviews only the final message, reducing manual effort while ensuring every client receives timely, consistent updates.
The full workflow, from trigger to completion.
Automation detects when a transaction milestone is reached, such as Offer Accepted, Survey Complete, or Funds Received.
Automation retrieves the full case record, client contact information, property address, and next steps.
Automation selects the appropriate template based on the milestone type and populates it with case-specific details.
Automation sends the templated update email to the client contact address.
Automation posts the update client portal so the client can view it in their account.
Automation posts a summary message to the firm's internal channel to keep the team informed.
Automation creates an activity record documenting the update, timestamp, and recipient.
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