Send client messages and record replies
How you could use an agent
Use an agent to draft messages, read incoming forms, and keep a simple communication log from the notes you supply. It can help you confirm names, numbers, and times before you send or relay a message, then save what was said so you can remember it later and share it with the right person.
Where you stay involved
You check that the message is accurate, decide whether it is appropriate to send, and communicate it in the way the client wants. You also stop and refer anything that turns into a legal, money, or medical decision.
