Enable the Client Daily Digest Email

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Your firm can email clients a daily summary of the documents, events, tasks, and more that your firm shared in the Client Portal.

Enable Daily Digest Email

To enable the daily digest email:

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click Firm Settings.
  3. From the tabs atop the Firm Settings screen, click Firm Preferences.
  4. On the Firm Preferences screen, at the bottom of the screen in the Client Portal section, check the box beside Send daily digest email to the client with a summary of new activities of the day. 

  1. In the upper right corner, click Save.
    The system saves your change and will email your client a daily summary report of the previous day’s activities for their cases as shown below:

Updated on April 19, 2022

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