List of reminders and notifications

Cubed has 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 regarding 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, and advise that the 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 whom. 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 Reopened	Upon the Matter being reopened	To: Requestor CC: The Assigned Lawyer	One Time	Advises that the matter has been reopened
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.