Automatic reminders by email

Let Comply chase clients by email for outstanding requests.

Each request can remind the client automatically until it is complete. Choose how often: every 2, 3, 5, 7 or 14 days, or not at all.

After six reminders with no response, the request is marked stalled so you know to phone the client. Reminders also stop when the link expires.

WhatsApp (Practice plan and up)

Automatic WhatsApp reminders are coming soon. Until then, reminders go by email. On Practice and Firm, Send on WhatsApp opens WhatsApp on your own phone or computer with the message and a fresh request link ready (the old link stops working), and you send it yourself.

Sending limits

To protect your clients and your firm's sending reputation, each workspace has a daily allowance for request emails, reminders and engagement letters. It is lower during the free trial than on a paid plan. Nothing is sent to clients until your own email address is confirmed.