We’ve expanded the notification options in Client Connect, making it easier for your team to stay on top of client intake from start to finish.
With these new options, you can:
- Receive notifications by email in addition to in-app alerts for added visibility.
- Get notified when clients open their intake forms, not just when they submit them, helping you better understand where they are in the process and when follow-up may be beneficial.
- Choose which staff members receive notifications to help ensure the right people in your firm are informed about intake progress.
Whether you're waiting for a client to complete an intake form or coordinating with your team, these updates make it easier to monitor activity and respond promptly.
You can access the Notifications menu by clicking the cog icon in the upper-right corner of the View All Requests screen, or from any matter where a request has been created.
