Client Notifications Breakdown

This guide outlines which contact receives notifications for different types of actions within the system. 

Notification Breakdown

Client Notifications: Contacts receive email notifications based on the type of action performed. Below is a summary of who gets notified:

Individual Client: 

• Client Action: Primary & spouse
• Form Submission: Primary & spouse
• Document Request:
  1. If requested by a Firm user you will choose a contact to receive the notification
  2. If sent via a project or recurring project Primary & Spouse will receive notification
• Signature Requests: Selected Contacts
• Sent Documents: Selected Contacts
• Allow Client Portal Access of a document: Primary & spouse
• Monday reminders: Primary & spouse
• Messages: Primary & spouse

Business Client:

• Client Action: Primary
• Form Submission: Primary
• Document Request:
  1. If requested by a Firm user you will choose a contact to receive the notification
  2. If sent via a project or recurring project Primary contact will receive notification
• Signature Requests: Selected Contacts
• Sent Documents: Selected Contacts
• Allow Client Portal Access of a document: Primary
• Monday reminders: Primary
• Messages: Primary 

Related to

• client portal notifications
• notifications