Reminders & cadence

How does the reminder cadence work?

After a document request is sent, Resoproof checks each case daily. If a case has outstanding items and the configured number of days has elapsed since the last outreach, it sends a reminder. The reminder references exactly which items are still outstanding — not a generic nudge.

When do reminders stop?

Reminders stop automatically when all items on a case are accepted (the case is complete). They also stop if you manually close or archive the case. You don't need to do anything to turn them off when a case is done.

How do I configure the reminder interval?

Go to Settings and set your default cadence in days (e.g., every 7 days). This applies to all new cases. Per-case overrides are on the roadmap.

What does a reminder email look like?

Reminder emails use your configured firm template. They include the client's name, a list of outstanding items, and the same secure link to the client checklist. The tone is professional and factual — referencing exactly what's needed.

Is each reminder logged?

Yes. Every reminder send, delivery, open, and click is logged as a separate event on the event chain. This is part of the evidence that the case was actively worked — a chain of entries showing repeated outreach attempts.

What if an email bounces?

Bounce events are logged to the chain. If a reminder bounces, Resoproof records a bounce event with a timestamp. This is itself useful evidence — it documents that the client's email was unreachable, which is relevant to fault attribution.

Can I send a manual reminder outside the cadence?

Yes. From the case detail page, click "Send reminder" to send immediately. This also logs an event to the chain.

How is the cadence run?

A daily cron job (configured in vercel.json) calls the cadence endpoint once per day. It evaluates all active cases across all firms and sends reminders where due. The cron is protected by a secret and does not require manual intervention.