How to resend an onboarding reminder or Zoom link

Reminders go out on their own schedule. This is for the times you want to nudge one person now — the attorney who says they never got the link, the firm that's gone quiet a week before the date.

It's the Trigger Reminder Email panel on the case page.

1Pick the person

The dropdown lists every party on the case by side and name, including additional parties. Reminders go to one party at a time.

2Tick what to send

Four reminders, and each one greys out when it doesn't apply:

Reminder	Greyed out when
Onboarding Reminder	That party has completed onboarding
Brief Reminder	They haven't onboarded yet, or their brief is already in, or you've ticked Brief Received Manually
Payment Reminder	There's no invoice with an amount and a payment link, or it's already paid
Zoom Invitation	The case has no Zoom link

You can tick more than one. The Send button stays disabled until at least one is ticked.

If Zoom Invitation is permanently greyed out, the case has no Zoom link. That usually means your Zoom wasn't connected when the case was booked — see How to connect Zoom, Stripe and your calendar.

If you've renamed "Brief" for your practice, that checkbox carries your wording instead.

3Send

Click Send Email. Each send is recorded against that party in the Case Progress Tracker, so you have a record of who was chased and when.

The other way to get someone their link

If an attorney only needs their onboarding page again, you don't have to email them from here. Plaintiff Onboarding Link / Defendant Onboarding Link at the top of the case copies their link to your clipboard, and you can paste it into your own reply. Same for Copy Zoom Link.

Automatic reminders

Everything above is manual. Onboarding, brief and payment reminders also go out automatically on the intervals set under Profile → Reminders, on business days only. You don't need to send those yourself. See Your profile and settings.

What's next

Check the Case Progress Tracker for what's still outstanding
Billing