Set up automated texts that do the follow-up for you. Here are our top attorney-suggested recipes:
Reminder to send documents after Initial Consultation, until everything's in
The moment a document is marked outstanding on a client's Document Checklist, NextMessage texts them a reminder of exactly what's still needed, and keeps sending it on a schedule until every item is checked off. No more manually chasing down the same client three times for the same form.
Reminder to do Credit Counseling Course one week before signing
Reminder for the client's 341 hearing one day before the hearing
