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, such as invoices being reviewed or a matter being assigned to their firm - being ready to be billed to.
A full list of notifications we send out can be found below:
| Section | Subject | Recipient |
| Accruals | Accrual Submission Deadline | Vendor admin users |
| 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.
Notifications not mentioned in the above table (such as timekeeper reviews) are not sent out and it would be up to the admin to check the current pending rate status in the relevant section of the product.
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