Reminders

Reminders are sent to contacts before renewal dates. Each reminder includes:

• Matter details and renewal due date
• Renew link – Opens the pay-and-renew page (Stripe) or records renewal
• Do not renew link – Confirms abandonment

Sending

• Auto-send – Enabled in Settings → Email; due reminders are sent during work hours
• Manual – Open the reminder and send when ready

Templates

Reminder text and subject are configured per matter type. Use placeholders such as {{ matter_name }}, {{ renewal_date }}, {{ applicant_name }}.