Automated Email Notifications

  • Updated

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.

 

SectionSubjectRecipient
AccrualsAccrual Submission DeadlineAll users with access to a matter that requires an accrual submission
BudgetsMatter budget request approved/rejectedVendor admin users
Matter SetupExternal matter request created/approved/rejectedVendor admin users and users added to the matter directly
DiversityDiversity survey data request to law firm adminAdmins initially, All firm users
Invoice ReviewApproval email to firmUser that submitted the invoice
Invoice ReviewRejection email to firmUser that submitted the invoice
Matter SetupVendor added to matterVendor admin users
Matter SetupMatter request rejectedVendor admin users
User AccessPassword ResetUser requesting the reset
User AccessAccount Created for userUser the account has been created for, into the email inbox used
User AccessAccount locked due to too many failed login attemptsUser who's account has been locked
Vendor SetupAdditional client for law firmVendor 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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