Reminders
The master tracking hub for firm deadlines
Reminders
The Reminders dashboard is your centralized hub for all deadlines, whether created manually by your team or automatically extracted by the Reminder Agent.
Reminder Statuses
Every reminder moves through a simple lifecycle:
| Status | Meaning |
|---|---|
| Pending | The deadline is upcoming and awaiting action. |
| Overdue | The due date has passed without completion. Automatically transitioned by the system. |
| Completed | The obligation has been fulfilled. |
| Dismissed | The reminder was acknowledged but no longer relevant. |
How Reminders Are Created
Reminders can come from two sources:
- AI-Generated: The Reminder Agent scans documents for implicit and explicit obligations — such as notice periods, auto-renewals, and filing deadlines — and creates reminders automatically with the relevant category and due date.
- Manual: Team members can create reminders directly from the dashboard for any obligation they want to track.
Notification Settings
Each reminder has configurable notification intervals. By default, the system sends email alerts 7 days, 3 days, and 1 day before the due date. You can adjust these intervals per reminder.
Organization and Context
Reminders can be linked to specific Engagements and source documents, making it easy to trace an obligation back to its origin. You can filter reminders by category — such as filing, meeting, deadline, renewal, obligation, payment, or notice — to focus on what matters most.
Use the ExtractReminders block inside a Routine to automatically scan every document in a matter for deadlines. This is far more reliable than manual calendaring.