<aside> 🚀 As part of Launchpad, you’ll automatically get access to new features as we develop them. Launchpad features will be stable and secure, but early enough so that feedback can meaningfully impact the functionality and product design before general release. To apply to join our early access program, fill out this form.
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We’re starting to roll out support for automated reminder emails for your clients for certain key milestones if they haven’t completed, especially around billing reminders, forms, and contract requests.
At the time of this launchpad release, all emails are standardized, with your portal branding, and are automatically active — no action needed from you. In the future, you will be able to do more customization and configuration of which reminders you want sent and what they say.
Starting July 15, 2025 your clients will start receiving automatic emails reminding them for the following actions:
Your clients will receive automatic reminders for:
Have feedback for us? Great! Share your thoughts in our community forum, or schedule a call if you want to talk to our team directly.
<aside> 💡 These features have now been released to everyone
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