Client Email Alerts on New Case Intake

Whenever you open a new case for a client whose email address is saved in your directory, Legalistik lets you send an automated intake confirmation email immediately.

1. Verify Office System Settings

1. Open Law Office → System Settings in the left sidebar.
2. Confirm your official office email, name, and case numbering pattern are properly saved.

2. Attach Client Email During Case Intake

1. (1–2) While completing the new case form under Parties, attach a client record that contains a valid email address (or create one inline with + New Client).
2. (3–4) Fill in court details, click Save Case, and confirm the prompt to send the client welcome notification with their matter reference.

Benefits of Automated Case Intake Confirmation

Clients receive a structured email showing your firm’s official name, internal docket ID, and office contact details the moment their file opens. Even if you add a client’s email address later in the directory, your team has accurate intake details synced across future notifications.