Firm Management Alerts & analytics

What automatic alerts do firm admins receive?

Firm admins automatically receive notifications for events that need attention:

  • Payment failed: when a firm subscription payment doesn't go through
  • Trial ending: a reminder 3 days before the free trial expires
  • Inactive members: when a member hasn't logged in for 14 or more days
  • Overdue tasks: a daily summary when tasks across the firm are 7+ days overdue
  • Unresponded requests: Town Agencies requests that have been waiting 24+ hours

These alerts appear as in-app notifications. Payment failures also trigger an email. You can turn individual alert types on or off from Firm ConsoleNotification preferences.

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