Automatic reminders
Set a reminder cadence at the firm level, and override it per engagement when needed. Clivanta evaluates active engagements on a schedule and sends chase and overdue reminders for items that are genuinely outstanding (requested or needs revision). Because reminders read the same audited status as your worklist, they never chase something the client already sent.
Escalation
When an item stays overdue, Clivanta can escalate — creating a firm follow-up task so a human picks it up, rather than emailing into the void indefinitely.Manual reminders
Need to nudge a specific client now? Send a manual reminder for an item without waiting for the cadence.Client pause
A client can pause reminders on an item via a logged acknowledgment — useful when they genuinely can’t get to it this week. The item stays open and keeps its status; only the email cadence quiets. Submitting the item, or a firm resume, clears the pause.Pausing affects email cadence only, never the item’s lifecycle status. Nothing gets lost.