Reminder emails go out automatically until people finish what is asked of them. Your firm can choose how often they are sent and when they stop. The setting applies to every matter at your firm.
If your firm never changes it, reminders keep their defaults: every 14 days, up to 5 times, for client portals, and every 3 days, up to 5 times, for lead portals.
⚙️ How to Change Reminder Frequency
Click the Settings gear icon at the bottom of the icon rail on the far left.
In the Settings panel, click Client portal, then Reminders.
For Client portals, and Lead portals if your firm uses Leads, set:
Every: how many days between reminders, from 1 to 90.
Stop after: the most reminders anyone receives, from 1 to 20.
Check the line under each row, which sums up your choice, for example Clients get a reminder every 14 calendar days, up to 5 times.
Click Save reminder settings.
To go back to the defaults, click Reset to defaults, then Save reminder settings.
👥 Client Portals
These reminders go to clients on existing matters who have not signed in or still have steps to finish. There are two kinds:
Login reminders, for clients who have not signed in yet. They stop once the client signs in.
Step completion reminders, for clients with incomplete steps. They stop once every step is complete.
Both kinds follow the frequency set here. You can still turn either kind off for a single matter from its client portal page. See How to Configure Client Reminders.
📨 Lead Portals
These reminders go to prospective clients who have not submitted their intake. They are reminded to sign in if they have not yet, and to finish and press Submit if they have.
Reminders stop as soon as they submit.
If your firm requests more details, reminders start again until they submit again.
Reminders never go out once a lead is converted or declined.
The Lead portals row only appears for firms using Leads. See What Are Leads in EstateMin?
💡 Good to Know
Changes apply to reminders sent from then on, on every matter and lead at your firm.
Client reminders only start once you have sent a portal invite.
Every reminder sent to a client is recorded in the matter's Activity log. On a lead, the Last reminder date shows on the lead page.
Reminders are sent by email only.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.