Client Reminders let your firm send automated email reminders to clients who haven't logged in to the Client Portal or who have incomplete steps. Reminders are configured per matter, giving you control over which reminders are active for each client.
Both reminder types are turned on by default when a new matter is created. No reminder emails are sent until you send a Client Portal invite. Switching reminders on has no effect on its own; the schedule only starts once an invitation has gone out.
Reminders are sent bi-weekly (every two weeks) for a maximum of:
5 Login reminder emails
and 5 Incomplete steps reminder emails.
If the client takes action by logging in or completing their steps, the reminders stop automatically.
📨 Reminder Types
Login Reminders
Sent to clients who have not yet logged in to the Client Portal.
Sent every 2 weeks
Maximum of 5 emails (over 10 weeks)
Stops automatically once the client logs in
Step Completion Reminders
Sent to clients who have one or more incomplete steps in the Client Portal.
Sent every 2 weeks
Maximum of 5 emails (over 10 weeks)
Stops automatically once all steps are completed
⚙️ How to Configure Reminders
Client Reminders have their own settings drawer on the matter's Client Portals tab. The matter must be linked before you can change them.
Open the matter you want to configure in EstateMin.
Click the Client Portals tab.
Click the Portal settings dropdown.
Click Client reminders.
You will see a checkbox for each reminder type: Login Reminders and Step Completion Reminders. Both are checked by default. Check or uncheck a box to turn that reminder type on or off for this matter.
Note: Any matters added before Client Reminders was available will be switched off as default but can be turned on manually using these steps.
Click Save to confirm your changes.
You can review and change these settings at any point, including when you are about to send a portal invite.
🛑 How to Turn Off Reminders
Open the matter and click the Client Portals tab.
Click the Portal settings dropdown, then Client reminders.
Uncheck the reminder type you want to disable, or uncheck both boxes to turn reminders off entirely.
Click Save.
No further reminder emails of that type will be sent for this matter.
📋 Viewing Reminder History
Every reminder email sent is recorded in the matter's audit log. To view reminder history:
Open the matter.
Navigate to the Timeline tab.
Reminder email notifications will appear in the audit log with the date and type of reminder sent.
🔁 Does Resending an Invite Reset the Reminder Schedule?
No. Reminders run from the date the invitation was first sent, so resending an invite does not restart the two week cycle or reset the maximum of five emails.
Resending is useful when a client has lost the original email or the address needed correcting. If a client has already worked through their reminders and still has not signed in, it is worth contacting them directly.
💡 Good to Know
Reminders only go out once an invite has actually been sent. Until then, having reminders switched on does nothing, so your client will not receive any emails before you invite them.
Reminders are configured per matter, so you can customize settings for each matter individually. It is not possible to customize reminder settings for individual clients on the same matter.
Reminders are conditional. They only send if the client hasn't logged in or has incomplete steps. Once the condition is met, reminders stop automatically.
Reminders are sent via email only.
Reminders cover signing in and completing steps. When your firm shares a new document with a client, they receive a separate email about that, regardless of reminder settings.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.