Professional Services · Documents

Portal Document Expiration Reminder

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

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

  1. Tracks document access windows via the portal platform and sends a reminder before an important document's access expires.
  2. Confirms successful download/save.
  3. Provides an alternative retrieval method if the window has already closed.
  4. 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%