Adjusting the AI Follow-Up Cadence for a Client (Glade 2.0)

You can override your firm's default AI follow-up cadence for an individual client, adjusting how often they receive notifications and appointment reminders.

Overview

By default, clients receive AI follow-up notifications based on your firm's overall cadence settings. If a specific client would like more or fewer notifications, you can override the default and set a custom cadence just for them.

How It Works

1. Open the client's workflow: Go to the client's workflow.

2. Open the client profile: Click the client profile button, then click Open Profile.

3. Find the cadence setting: Scroll to the bottom of the contact card and look for AI Follow-Up Cadence. By default, this follows your firm's standard cadence.

4. Override the default: Click the radio button for Override for this client.

5. Set the follow-up cadence: Enter the number of units and choose the cadence unit — minutes, hours, days, or weeks.

6. Set the appointment reminder cadence: For appointment reminders, choose an Appointment reminder source instead — either Firm default, or an override of Frequent (4 reminders), Standard (3 reminders), or Minimal (2 reminders) before the appointment.

Key Details

• The override only affects the individual client you're viewing — it doesn't change your firm's default cadence for other clients.

• You can set separate cadences for follow-up notifications and appointment reminders.

• Cadence can be measured in minutes, hours, days, or weeks, depending on how frequently you want the client contacted.

FAQ

Q: Will this change the cadence for all my clients?
A: No. The override only applies to the specific client whose profile you're editing.

Q: Can I set a different cadence for appointment reminders than for follow-up notifications?
A: Yes. Both have their own override settings in the same section.

Q: What happens if I don't override the cadence?
A: The client will continue to follow your firm's default AI follow-up cadence.