In Cosmolex, a client can receive a daily digest email summary report of previous day's activities of shared documents, events, tasks, etc.

Daily Digest Email for Clients using Client Portal

  • To enable this on the firm level, go to Setup > Firm Preferences > Turn ON Client Portal > Check box where it says "Send daily digest email to the client with a summary of new activities of the day". Click Save.

  • Once this is set, this will automatically check off this option under Matter Details > Client Portal Tab when client portal is enabled.

  • If you want to turn off sending daily digest emails to a client for a specific client matter, under matter details > permissions > uncheck "send daily digest email to client with summary of new activities of the day." 

  • An email will be sent to the client with a daily summary report of the previous day's activities for their case(s) as shown below: