Customising client emails
The templates your clients receive.
Notification settings control which operational events send email and where firm replies go. Keep subject lines and instructions plain, identify the firm, and use secure portal links rather than placing estate-plan facts in the message body.
Preview every template on mobile and send a test to the firm before using it with clients. Required security, payment, and account messages keep their essential meaning even when surrounding copy is customized.
Review templates after a workflow or brand change so an old link, price, or promise does not remain in an automated message.