Overview
Notification Preferences allow you to control exactly which system notifications you receive. These settings are user-specific, meaning they apply only to your account and do not affect other users in your organization.
How to Access Notification Preferences
Go to Settings --> Notification Preferences section.
Admin-Specific Notification Behavior
By default, an admin receives notifications for all client files
If an admin wants to receive notifications for specific clients only, they can:
Select the required client(s)
Enable notifications only for those selected clients
Once configured, the admin will receive notifications only for the selected clients and not for every client.
Client Portal Notifications
Enable this option to receive an email notification when a client user:
Responds to a question, or
Sends a new request
Notifications are sent for client activity that occurred within the past hour.
This means you may receive a single notification summarizing any client responses or requests made since the past hour.
How to Configure Notifications (Step-by-Step)
Review the list of notification options displayed
For each notification type:
Enable it if you want to receive this notification
Disable it if you do not want to receive this notification
How Comment Notifications Work
You will receive notifications in the following situations:
Assignment in a Comment
If a user is assigned in a comment, only the assigned user is notified.@Mention in a Comment
If a user is @mentioned in a comment, only the mentioned user is notified.Comment Reply and Status changes
When a user Changes the status or replies to a comment, notifications are sent to:Comment creator
Reply creator
Assigned user
Mentioned user
Task Status Change Notifications
You can choose the task statuses for which you want to receive notifications
Notifications are triggered only when the task is created by you or assigned to you
You will receive a notification whenever the selected task status changes
Project Status Change Notifications
You can choose the project statuses for which you want to receive notifications
You will receive a notification whenever the selected project status changes
Monthly Close Status Email
Enable this option to receive firm-level monthly project information
This notification option is only for the admin and useful for tracking overall firm progress and status
Daily Digest Email
Enable or disable this option to receive daily updates on task progress
Helps you stay informed about ongoing work without checking the system manually.
Important Notes
Notification preferences are personal and apply only to your user account
Changing your preferences does not affect other users