Reminders

Each matter has a Reminders card on its Documents tab.

• Automatic reminders are on by default. We email your client 3 days before the due date, on the day, then weekly while anything is overdue, for up to 4 weeks.
• Send reminder now sends one straight away.
• The card shows how many documents are still needed, the next due date and when the last reminder went.
• Choose Turn off to stop automatic reminders on that matter.

Reminders stop once the matter is closed. Emails never include document names or amounts, only that something is still needed.