You may wish to automatically send email notifications to a client.
- To begin, hover over the Tasks module.
- Select the Notifications option.

- Select Email and CC textboxes from the Notify dropdown option.
- Enter an email address in the To field.
- Important: In the CC field, enter {Matter.ClientContact.Email}. This will CC the client on the email notification.
- Update the Send options as needed. The example below shows that the notification is sent with the task is opened. You may wish to change this to Completed, for instance.
- Review the Show From option and update if needed.
- Review the Message Subject and Body and update if needed.
- When you are finished, click the Save button.
