TABLE OF CONTENTS

Automated reminders

Automated reminders allow Source to automatically email your clients when information is still outstanding. This helps keep cases progressing without the need for manual follow-up.

Turning automated reminders on or off

In this section, you can toggle automated reminders on or off for your client emails. When enabled, Source will send reminders automatically based on your chosen schedule.


You can also turn off automated follow ups at an individual case level if needed. This is useful for situations where you prefer to manage communication manually or when a client is already being assisted directly. See below for where to find this toggle within a case.



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Default reminder cadence

By default, reminders are sent on day 2, 4, 7 and 10 after the case is submitted.
If your organisation has multiple offices, you can choose to have reminders active in some offices and disabled in others — for example, depending on the type of work handled by each office.

Customising the reminder schedule

You can update your reminder cadence to extend up to 30 days from the case submission date.
At this stage, changes to the cadence need to be requested through our Support team.
To update your reminders, please raise a support ticket and include:

  • The exact days you’d like reminders to be sent (e.g. Day 3, 6, 9, 15)
  • Whether you want different cadences for each office