List of Reminders and Notifications
There are a series of automated notifications and reminders generated by the system to ensure seamless communication and task management throughout the lifecycle of a Matter or in regards to a Contract.
These notifications are designed to keep all relevant parties, including lawyers, business users, and stakeholders, informed about Matter updates, deadlines, risks and Contract obligations, ensuring timely communication, completion and effective oversight of legal matters and contracts.
Matters
| Notification Type | Trigger Event | Recipient | Frequency | Purpose |
| Matter Acknowledgement | Upon submission of a new legal matter | To: The Requestor | One Time | Confirm receipt of a new Matter, provide the matter number, advise that matter will be assigned |
| Matter Assignment | Upon the Matter being assigned to a lawyer | To: The Requestor CC: The Assigned Lawyer |
One Time | Advise that the matter has been assigned and to who. NB, this email is triggered when a matter is re-assigned as well. |
| Matter Flagged At Risk | Upon the Matter being flagged as At Risk | To: General Counsel CC: The Assigned Lawyer |
One Time | Advises that the matter has been flagged as at risk and requests assistance from the GC to report/mitigate the risk. |
| Matter Closed | Upon the Matter being closed | To: Requestor CC: The Assigned Lawyer |
One Time | Advises that the matter has been closed. |
| Matter Re-Opened | Upon the Matter being re-opened | To: Requestor CC: The Assigned Lawyer |
One Time | Advises that the matter has been re-opened |
| Upcoming and Overdue Matters | Every Weekday if the user has open matters that are overdue or due in the next 2 days | To The Assigned Lawyer | Daily (Mon-Fri) | Advises a list of matters that are overdue or due in the next 2 days |
Contracts
| Notification Type | Trigger Event | Recipient | Frequency | Purpose |
| Review Period | On the Start Date of the Review Period Halfway between the Start Date and the End Date of the Review Period 7 Days before the End Date of the Review Period |
To: The Stakeholders Specified in the Review Period | One Time | Advises that the Review Period is open, what is the review required, and the relevant contract. |