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How to Configure Client Reminders

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. 

  • 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 — 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

  1. Open the matter you want to configure.
  2. Click Edit on the Estate Overview tab.
  3. Under Automated Client Reminders you will see a checkbox for each reminder type: Login Reminders and Step Completion Reminders.
  4. Both toggles are On by default. Use the toggle to turn a reminder type on or off for this matter.
    1. Note: Any matters added before Client Reminders was available will be switched off as default but can be turned on manually using these steps
  5. Click Save to confirm your changes.

🛑 How to Turn Off Reminders

  1. Follow steps 1 to 3 above
  2. Toggle off the reminder type you want to disable.
  3. Click Save.
  4. 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:

  1. Open the matter.
  2. Navigate to the Timeline tab.
  3. Reminder email notifications will appear in the audit log with the date and type of reminder sent.

💡 Good to Know

  • Reminders are configured per matter, so you can customise settings for each client individually.
  • 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.

💬 Need Help?

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