Client notifications

Clients receive both in-product and email notifications similar to internal users. In-product notifications appear next to app names with a numeric indicator showing the notification count. Email notifications feature company branding and can be sent from custom domains. The system automatically avoids sending emails when clients are actively using the portal.

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List of in-product notifications for clients

• New message received
• Open invoice
• Form submission request
• Contract submission request
• New files uploaded
• Total number of tasks not yet marked as Done

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List of email notifications for clients

• New message received
• Open invoice
• Form submission request
• Contract submission request
• New files uploaded
• Tasks assignment

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Automated reminder emails

Clients receive automatic branded email reminders for:

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Billing reminders

Manual invoices and subscriptions trigger reminders at these intervals:

• Due Soon: 3 days before payment due
• Due Today: On the due date
• Overdue: 3 and 7 days after the due date

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Form & Contract request reminders

Reminders are sent 3 days and 7 days after initial requests if not completed.

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Task reminders

For tasks with due dates: reminders sent 3 days before, on the due date, 3 days after, and 7 days after. For tasks without due dates: reminders sent 3 and 7 days after assignment. Reminders stop when tasks are marked done, deleted, or reassigned.

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Workspace email settings

Two workspace-level toggles at Settings > Client notifications control client email for every client in the workspace. Both are configured by internal users.

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Client email notifications

When enabled, clients receive email notifications for actions taken in the portal. When disabled, client email is suppressed workspace-wide. A few emails always send regardless of this setting, because suppressing them would either lock a client out or leave an explicit action undelivered:

• Client invites
• Password reset emails
• Magic link and client sign-up emails

This setting only affects clients — internal users are unaffected and control their own delivery at Settings > Notifications.

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Send emails to clients that are not invited

A client added to your CRM who has never been invited and hasn’t confirmed their account sits outside the normal notification flow. With this setting enabled, they’re emailed anyway when you take an action such as sending an invoice or contract, or sharing a file. Clients who have confirmed their account always receive email, regardless of this setting.

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Muting notifications for a client

To disable email notifications for a specific client:

1. Open the Clients page and select the client.
2. Click the menu button (…) in the Client Details panel.
3. Select Mute email notifications.

To restore notifications, follow the same steps and select Unmute email notifications.