Professional Services · Documents

Client Meeting Prep Material Distribution

Send relevant prep materials ahead of client meetings.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies the meeting's purpose and sends relevant prep materials ahead of time, pulled from the PMS.
  2. Confirms review completion where relevant, following up if not.
  3. Sends a reminder with logistics closer to the meeting.
  4. Never drafts or comments on the substance of professional advice materials — distribution only.

Data sources

Practice management meeting/matter data

What it targets

  • Meetings with prep materials sent ahead of time Target 90%