Form RM-01 · Reminders
Setting up reminder sequences.
A reminder sequence is a named schedule of automatic follow-up emails that Fetcher sends to a client who hasn't finished uploading. You configure sequences once, then assign them to requests. The sequence runs until the client completes their upload or you close the request — whichever comes first.
Creating a sequence
- 1Open SequencesNavigate to
/dashboard/?v=sequencesand click New Sequence. - 2Name the sequenceUse a name that reflects its purpose or urgency level — for example, Standard 30-Day, Urgent 7-Day, or Annual Client Gentle. You'll see this name when assigning sequences to requests.
- 3Add reminder stepsEach step is a single email sent a specific number of days after the request is sent (not after the previous reminder). Click Add Step and set the day number and optionally customize the subject and message body for that step.
- 4Set deadline urgency reminders (optional)If you typically add deadlines to your requests, enable Deadline Reminders. These send an extra nudge 3 days before and 1 day before the deadline date, in addition to your regular sequence steps.
- 5Save and assignClick Save Sequence. The sequence is now available to assign to any new or existing request from the request detail view.
Assigning a sequence to a request
When creating a new request, look for the Reminder Sequence dropdown. Select the sequence you want. You can also update the sequence on an existing open request from its detail view — the new sequence replaces the old one and restarts from day zero.
Sequence limits
There is no limit to the number of sequences you can create or the number of steps in each sequence. Most firms find 3-5 steps covers the typical collection window, but you can run a sequence for 60, 90, or more days if your matter type requires it.