Automation Action “Send Email”

Create unique email notifications personified to your team, clients, or external consultants.

The automation Send Email from Legalboards allows you to go beyond a simple template email notification, which at the end of the day, ends up serving as spam.

With the Legalboards automation system, you can create customized automation for the cases and actions you need.

 

Everything is integrated into your workflow. In Legalboards, you can use this action “Send Email ” along with triggers like card movement, pending time, or task update status.
If you have any questions about automation, check this article, “How Does Automation Work?“.

Besides, you can use filters to customize your automation and make a genuinely personalized use of the “Send Email” automation.

 

Go for it!

On the top of your board page, on the right, click in the magic icon called: : “Automations for this Board” and choose the action: Send Email.

After configuring your trigger (when) and filter for your automation, you can specify to whom, and from whom this email will be sent and write the content.

Let’s check how each field works:

From: In this field, you need to configure who is the sender of this email and, when someone tries to reply to the email, it will be sent to that person.

To: This is the most crucial field, and you have several options. Let’s examine them one by one.

Matter’s Responsible Attorney: When choosing this option, this email will be sent only to the Matter Cards, which have a Responsible Attorney and an email filled in.
Matter’s Originating Attorney: When choosing this option, this email will be sent only to the Matters Cards, which have an Originating Attorney and an email filled in.

Client’s email: If this card has a client email, such as a matters card or contact card, this email will be sent to the client.

Card`s Members: The email will be sent to anyone who is a member of this card.

You also have the option to specify who will be receiving this email. You only have to choose one of your team members in any role, Admin, Members, or Viewers.

It is essential to say that in this “To” field, you can choose how many options you need.

Finally, you can customize the message that will be sent, with the Subject and Content you want, and your message will be received as follow:

Now you know everything you need to create an automation for the Send Email action, I want to show my favorite cases of use:

General Workflow
When a divorce matter arrives in the “Approval” column, an email will be sent to the client explaining the next steps on the divorce case workflow.

Accounting
When a card stays more than 15 days in the “Billing” column, an email will be sent to the members of this card, alerting about this case status.

Immigration
When a card in the “Registration Form (Preparation)” column has a “Letter Preparation” task completed, an email will be sent to the Responsible Attorney.

 

Now it is your turn! Let me know how you use this action and don’t hesitate to reach out if you have any questions.

Written by Tainã Miranda

Tainã is the CTO and co-founder of Legalboards; she provides sound technical leadership in all aspects of Legalboards' business and she is an advocate for a more agile legal industry. She deals with the tech-team, stakeholders and customers to ensure the company’s technologies are used appropriately.

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