Email Setup and Usage

PracticeFlow includes built-in email functionality for communicating with clients directly from the system.

Emails can be sent in one of two ways:

• Using PracticeFlow’s standard email service.
• From an email address on your firm’s own verified domain.

The second option requires a one-off domain verification process, explained in Sending emails from your own domain.

Before sending emails, go to Settings > Account Settings to configure the From name, available From email address, email signature and BCC self setting. When BCC self is enabled, a copy of each email is sent to the user’s own email address.

Email templates are managed in Settings > Email Templates. They combine standard wording with PracticeFlow fields so that messages can be personalised automatically for each organisation or individual. Templates are primarily used from tasks, keeping communication linked to the relevant work and client record.