referral-source-acknowledgment

Name: referral-source-acknowledgment
Availability: InStock
Author: venturecrane

Draft confidential thank-you messages to referral sources without disclosing client details.

Updated Mar 24, 2026

Search Tags:#relationship management #confidentiality #law firm #Smokeball #referral acknowledgment

Ready to run

npx skills add https://github.com/venturecrane/ss-console --skill referral-source-acknowledgment

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: referral-source-acknowledgment
Source: https://github.com/venturecrane/ss-console/tree/main/operator/skills/referral-source-acknowledgment
Command: npx skills add https://github.com/venturecrane/ss-console --skill referral-source-acknowledgment

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python3, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill ensures that your firm can promptly and confidentially acknowledge referrals, maintaining strong relationships without compromising client privacy.

Core Features & Use Cases

Confidential Referral Acknowledgment: Drafts a personalized thank-you note to the referral source without revealing client details.
Event-Driven Execution: Triggered by new matters with referral sources or scheduled to sweep recent matters.
Integration with Smokeball and Email: Uses Smokeball to identify referral sources and the Email connector to draft the thank-you note.

Quick Start

Run the skill with the hermes run referral-source-acknowledgment command to acknowledge unacknowledged referrals.

Frequently Asked Questions about referral-source-acknowledgment

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I send a confidential referral acknowledgment without revealing client details?▼

Confidential referral acknowledgment is handled by drafting a personalized thank-you message that omits client information. The Skill uses Smokeball to identify referral sources and an email connector to send the draft for review.

Can I automate thank-you notes for new matters using Smokeball?▼

Yes, Smokeball identifies referral sources for automated thank-you notes through event-driven execution. The Skill triggers when new matters with referral sources are detected or schedules sweeps of recent matters.

Does the referral acknowledgment process work with an email connector for drafting?▼

The email connector works with referral acknowledgment by drafting the thank-you note and sending it for review. This integration ensures the message is ready for approval before reaching the referral source.

What's the best way to manage law firm referrals while maintaining relationship confidentiality?▼

Managing law firm referrals confidentially involves drafting notes that build relationships without disclosing client privacy. The Skill ensures prompt acknowledgment by leveraging Smokeball data and email drafting capabilities.

Do I need Python to run the referral acknowledgment automation?▼

Python3 is required to run the referral acknowledgment automation. The Skill depends on the Python3 environment to execute scripts that process referral data and generate confidential thank-you drafts.

When should I not use automated referral acknowledgments for law firm relationship management?▼

Automated referral acknowledgments should not be used when client details risk being exposed or when manual review is preferred. The Skill mitigates this by ensuring no client details are disclosed in the drafted message.