Reminder - Automated Task Follow-Ups – NEUTRINET

Now you can set up a reminder directly to your client.

Inside of your case, at the reminder session, you'll be able to set reminders for your clients

First, Set the time frame to remind your clients.

Select an expiration date or select a customized date.

At last select the reminder owner (the petitioner, beneficiary, or the attorney)

Don't forget to click save.

See also：

1. Reminder & Notification Center: https://ailawkc.zendesk.com/hc/en-us/articles/10767298205079-Reminder-Notification-Center

2. How to set task notifications for case managers on NEUTRINET？https://ailawkc.zendesk.com/hc/en-us/articles/13750210028439-How-to-set-task-notifications-for-case-managers-on-NEUTRINET

Related articles