Available Available since June 2026

Reminders that chase documents for you

The routine "you still owe us these documents" emails go out on a schedule you set, only to clients with items still outstanding, and stop the moment everything is uploaded.

You stop sending chaser emails by hand, and clients only hear from you about what is genuinely still missing.

Matter client reminder schedule on a document group, with the queued reminder emails to the client.

Set the schedule once, then it runs itself

Matter sends scheduled reminders to clients about the documents they still owe. Set the schedule on a document group, pick the email template and who receives it, and the reminders go out on their own. The routine follow-up that used to sit on someone’s to-do list now runs itself.

They stop the moment the documents arrive

Reminders only reach clients with outstanding items. As soon as the documents land and the requests are resolved, the schedule finishes and any remaining reminders are cancelled. Nobody gets chased for something they already sent, which is usually what makes clients dread automated email in the first place.

Staff set the schedule and can stop it anytime

Reminders sit on the document requests for a case. Staff choose the schedule, the message, and the recipients, and can cancel a schedule whenever they are handling a client directly. Each reminder gives the client a direct path back to the portal to upload what is missing.

Reminder email in a client inbox, branded to the practice, naming the client and matter and listing the documents still required, such as contract of employment, English language proficiency documents, and health insurance.

A migration client still owes police checks and identity documents before the due date. Matter reminds them on the schedule you set and stops the moment the last document lands, without anyone sending the chaser by hand.

Questions

Will a client keep getting chased after they have already sent the document?

No. Reminders only go to clients with outstanding items. The moment the documents arrive and the requests are resolved, the schedule finishes and any remaining reminders are cancelled.

Can staff stop the reminders when they are handling a client directly?

Yes. Staff set the schedule, the message, and the recipients, and can cancel a schedule at any time, so the automation never overrides a personal conversation.

See how Matter handles client document work.

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