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Ability to set Client Reminders on Bundles#240

Ability to set an automatic email reminders, or button to manually send a reminder to user to complete the process when the client has started a Bundle session, but left it incomplete.

The fact that user can fill each questionnaire at different times can make room for that user to forget to finish the process, which can in turn cause an additional workload on attorney to track and follow-up manually with client(s). It would be useful if builder could set up an email reminder to be sent every X time for client who have an active Bundle session that is incomplete.

2 years ago

Would also add ability to send reminders to clients who have clicked the ‘’ save and continue later’’.

Would be great to have an indication of this on the Data Manager of the fact the the client dropped off at a specific point/didn’t complete yet) to allow for the ability to send clients a reminder to complete the intake.

a year ago