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Automated Email Notifications

In certain cases, an email notification is sent from our system to inform the user about an action being taken or one that needs their attention.

Section

Subject

Recipient

Accruals

Accrual Submission Deadline

All users with access to a matter that requires an accrual submission

Budgets

Matter budget request approved/rejected

Vendor admin users

Matter Setup

External matter request created/approved/rejected

Vendor admin users and users added to the matter directly

Diversity

Diversity survey data request to law firm admin

Admins initially, All firm users

Invoice Review

Approval email to firm

User that submitted the invoice

Invoice Review

Rejection email to firm

User that submitted the invoice

Matter Setup

Vendor added to matter

Vendor admin users

Matter Setup

Matter request rejected

Vendor admin users

User Access

Password Reset

User requesting the reset

User Access

Account Created for user

User the account has been created for, into the email inbox used

User Access

Account locked due to too many failed login attempts

User who's account has been locked

Vendor Setup

Additional client for law firm

Vendor admin users initially onboarded by the client

To stop the email notifications for most of these, your account will need to be either downgraded from an admin to a standard user, removed from an active matter (or the matter closed by the client) or access completely disabled, with the option to be re-enabled in the future if needed. This can be done by an existing vendor admin or the clients themselves.

Alternatively, you can set up a filter in your inbox directly, however, keep a note and a reminder of this for any future reference should you need to receive these again as we can only confirm if an email has been sent out from our system - not if it was received or how was it processed on the recipient's side.

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