Client Landing Page

When a reminder is sent, the system generates a unique, tokenised URL for each recipient. This link:

• Requires no login — it is authenticated by the token in the URL.
• Is unique to the specific matter, contact, and reminder.
• Shows the matter details and fees relevant to that renewal.

Use the {{link}} placeholder in your reminder template to insert this URL.

The landing page displays:

• Matter details — name, application number, and any fields you have enabled in Settings → Organisation → Public landing fields.
• Fee breakdown — professional fee, official fee, and tax, calculated from the matter type's schedule for the current renewal year. Fees respect your currency, tax rate, and display settings (combined or itemised).
• Action selector — a dropdown to choose "Renew" or "Abandon", plus an optional notes field.

To prevent accidental abandonment, if a client selects "Abandon", they must verify their decision with a 6-digit PIN sent to their email address. The PIN expires after 15 minutes.

This extra step ensures that only the intended contact can abandon a matter and provides a clear audit trail.

If the matter type's payment mode is set to Online or Both with discount, the landing page includes a payment form. Depending on your configuration, this can be:

• Stripe — a credit/debit card form powered by Stripe Elements.
• PayPal — a PayPal checkout button.

Payment is processed before the instruction is recorded. The client's card is charged directly to your firm's Stripe or PayPal account — IP Renewal Desk does not handle or hold funds.

If enabled in your organisation settings, the landing page can offer batch renewal — allowing the client to renew multiple related matters in a single submission.

The system identifies batch candidates based on matters belonging to the same client with renewal dates within a configurable horizon. Candidates are grouped by matter type or client, depending on your settings.

Control what appears on the landing page via Settings → Organisation → Public landing fields. You can show or hide:

• Matter type name
• Application number
• Applicant
• Client
• Agent
• Reference date
• Custom fields

Only the fields you select will be visible to the client.