Get Notifications When a Client Submits Information to the Estate

Stay informed when your clients take action. When a client updates or submits information, through the Client Portal or completes all their steps, you’ll receive an email notification — so you always know when new details have been added to the estate.

🔔 How It Works

When you send an invite to a client, email notifications are automatically enabled. Any time that client submits or updates information in the Client Portal, you’ll receive an email letting you know.

To avoid flooding your inbox, notifications are batched — you’ll receive an update within 1 hour and 15 minutes of a client’s first submission. This gives clients time to complete multiple entries without triggering a separate email for each one.

When a client completes all five portal steps, a separate completion notification is sent to you immediately. This email confirms the client has finished their portal tasks and that their submissions are ready for your review. The client will also receive a confirmation email.

📬 Who Gets Notified?

As default, notifications are sent to the person who added the matter to EstateMin.

You can select who else to notify via the Notification Recipients section when linking a new matter.

How to Edit Notification Recipients

1. Navigate to your matter

2. Click Edit on the Estate Overview page
3. Select which users should receive notifications
4. Click Save

✍️ Note: Only users who have signed into EstateMin will appear on the notification recipients list. Any Clio users can log in to EstateMin to become selectable also.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.