Automatically Send an Email Notification to a Client

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You may wish to automatically send email notifications to a client. 

  1. To begin, hover over the Tasks module.
  2. Select the Notifications option. 

  1. Select Email and CC textboxes from the Notify dropdown option. 
  2. Enter an email address in the To field.
  3. Important: In the CC field, enter {Matter.ClientContact.Email}. This will CC the client on the email notification. 
  4. 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. 
  5. Review the Show From option and update if needed.
  6. Review the Message Subject and Body and update if needed.
  7. When you are finished, click the Save button.