Notifications

Notifications are email-based, controlled at two levels.

Personal preferences (Settings → Notifications)

  • Email notifications master toggle.
  • Delivery: Immediate, Daily digest, or Weekly digest.
  • Notify self on items I own (off by default) — get notified about your own actions.
  • Per-event toggles, grouped by category (Cases, Documents, Files, Calendar, Members & access, Settings, Billing, System). Each can be On, Off, or follow the firm default ("Following firm default").

Firm rules (Firm settings → Notifications, admin only)

Admins decide who gets notified for each event by adding recipient chips: Everyone, a role, or a specific member. "Apply recommended" sets sensible defaults (notify everyone for deadlines, new cases, and case changes). Individuals can still override any event in their personal settings.

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