Welcome Email
Client
Sent to new clients after their account is created. Includes login credentials and next steps.
Booking Confirmation
Client
Confirms a scheduled consultation with date, time, and meeting details.
Booking Reminder
Client
Reminder sent 24 hours before a scheduled consultation appointment.
Password Reset
Client
Contains a secure link for clients to reset their portal password.
Invoice Sent
Billing
Notification sent when a new invoice is issued, with amount and payment link.
Payment Received
Billing
Receipt confirmation sent after a successful payment is processed.
Payment Overdue
Billing
Gentle reminder sent when an invoice is past its due date.
Inquiry Confirmation
Client
Auto-reply confirming receipt of a new client inquiry via the website.
New Inquiry (Staff)
Internal
Internal notification sent to staff when a new inquiry is submitted.
Inquiry Accepted
Client
Sent to the client when their inquiry has been reviewed and accepted.
Contact Form Confirmation
Client
Auto-reply sent after a visitor submits the website contact form.
Contact Form (Staff)
Internal
Internal alert with contact form details for the assigned team member.
Case Status Update
Client
Notifies the client when their case status changes (e.g. in progress, pending, closed).
Document Notification
Client
Alerts the client when a new document is uploaded to their portal.
Client Onboarding
Client
Multi-step onboarding email with checklist of documents and information required.
Immigration Update
Immigration
Status update for immigration cases including visa, permit, or citizenship progress.
Internal Team Notification
Internal
General-purpose internal notification for team announcements and updates.