referral-source-acknowledgment
OfficialConfidentially acknowledge referrals for a warm, relationship-building touch.
Legal & Compliance#relationship management#confidentiality#law firm#Smokeball#referral acknowledgment
Authorventurecrane
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
python3
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: referral-source-acknowledgment Download link: https://github.com/venturecrane/ss-console/archive/main.zip#referral-source-acknowledgment Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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