Client Onboarding and ManagementPurpose
1.2. Ensure clients receive timely, accurate, automated updates on key activities (filing, office actions, approvals, deadlines).
1.3. Achieve compliance with communication SLAs through automation; maintain audit trails for all automated updates.
1.4. Enhance client satisfaction by automating personalized status alerts through preferred channels.
Trigger Conditions
2.2. Manual staff action entry to indicate milestone or automated document upload/change.
2.3. Incoming correspondence received from patent offices entered into DMS.
2.4. Scheduled checkpoints (e.g., monthly, quarterly updates) automated via calendar integration.
Platform Variants
• Feature/Setting: Automate status notifications via SMS API; sample: Trigger flows using `Messages.create()` with client's mobile and case details.
3.2. SendGrid
• Feature/Setting: Automate templated email updates via SendGrid Mail Send API; sample: `mail/send` POST with dynamic templates.
3.3. Slack
• Feature/Setting: Automate case status Slack messages via Webhook URL; sample: POST to channel with case data merge fields.
3.4. Microsoft Outlook 365
• Feature/Setting: Automate email updates using Office 365 Send Mail API; sample: `sendMail` endpoint, automated template HTML body.
3.5. HubSpot
• Feature/Setting: Automate contact email lifecycle via Workflow API; sample: Automated email with lifecycle-based trigger and personalization.
3.6. Pipedrive
• Feature/Setting: Automate activity updates via Pipedrive Activity API; sample: Create activity or note with case status after webhook event.
3.7. Freshdesk
• Feature/Setting: Automate client updates using Ticket Update API; sample: Automated ticket notes/updates via `tickets/{id}/notes`.
3.8. Mailchimp
• Feature/Setting: Automate email campaigns for grouped case updates; sample: Batch trigger via Campaigns API dynamically.
3.9. WhatsApp Business API
• Feature/Setting: Automate WhatsApp notifications using Send Message API; sample: POST endpoint with message template and variables.
3.10. Google Chat
• Feature/Setting: Automate group/business chat notifications via Google Chat Webhooks; sample: JSON POST with meeting links/case files.
3.11. Zoho CRM
• Feature/Setting: Automate emails/events via Workflow Rules & API; sample: Trigger update through case status custom module change.
3.12. Salesforce
• Feature/Setting: Automate email/SMS via Process Builder & Messaging API; sample: Automated action from record update.
3.13. Intercom
• Feature/Setting: Automate customer email or in-app message via Message API; sample: Event-triggered template upon status change.
3.14. Gmail
• Feature/Setting: Automate personalized mass updates by Gmail API; sample: Automated draft/send email with case variables.
3.15. Telegram Bot API
• Feature/Setting: Automate bot messages to clients with status; sample: sendMessage method with dynamic status parameters.
3.16. Typeform
• Feature/Setting: Automate follow-up forms on case update; sample: Triggered by webhook, pre-filling details.
3.17. ClickSend
• Feature/Setting: Automate multi-channel messaging (SMS, email) via REST API; sample: POST to `/v3/sms/send`.
3.18. ActiveCampaign
• Feature/Setting: Automate campaign/email via Automation API; sample: Conditional automation upon CRM update.
3.19. Jira Service Management
• Feature/Setting: Automate client-facing comment via API; sample: POST comment on issue transition.
3.20. Monday.com
• Feature/Setting: Automate update notifications via API and status change event; sample: create_update with templated message.
3.21. Asana
• Feature/Setting: Automate task comment/email via Webhooks and API; sample: Automated comment on milestone using `addComment`.
3.22. DocuSign
• Feature/Setting: Automate e-signature requests or confirmations on milestone; sample: Envelopes:create API in automated workflow.
Benefits
4.2. Provides tracked, auditable, and automated updates for compliance.
4.3. Boosts client trust by automating consistent, timely, and multi-channel delivery.
4.4. Automator reduces stress on staff, improves satisfaction, and enables effective scaling.