Proper notification settings ensure your team stays informed without getting overwhelmed.
Notification Types
Immediate Alerts
- New client messages
- Document uploads
- Urgent flags from clients
Daily Digests
- Pain log summaries
- Appointment updates
- Activity reports
Escalation Alerts
- Unread messages past threshold
- Missing documentation
- Inactive clients
Configuring Individual Settings
- Go to Settings > Team > [User Name]
- Select notification preferences
- Choose delivery method (app, email, SMS)
- Set quiet hours if needed
Role-Based Defaults
Set default notifications by role:
- Attorneys: Major case events, settlements
- Paralegals: All client activity
- Intake: New case assignments
- Admin: System alerts only
Best Practices
- Don't over-notify - leads to alert fatigue
- Use escalation for truly urgent items
- Review settings quarterly
- Ask team for feedback on notification volume