# Portal Document Expiration Reminder — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Portal Document Expiration Reminder

Remind clients to download and save important documents before portal access windows expire.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

## How it works

Tracks document access windows via the portal platform and sends a reminder before an important document's access expires.

Confirms successful download/save .

Provides an alternative retrieval method if the window has already closed.

Logs completion for the matter file, written to the PMS.

## Data sources

Client portal access window/expiration data

## What it targets

Documents accessed before window expiration Target 90%