// Feature
Reminders
Automated follow-up emails that keep document collection moving.
How reminders work
completelane.com/dashboard/settings/reminders
Reminder settings
Reminder schedule
Once a request is sent, CompleteLane automatically sends reminder emails to the client on the schedule you configure — until the request completes or you cancel it.
The default schedule
completelane.com
Day 0
Initial email sent
Day 5
Reminder #1
Day 10
Reminder #2
Day 15
Reminder #3 (final)
Day 16+
No more reminders
A typical reminder cadence: every 5 days, up to 3 reminders.
From: Acme Tax Group <hello@acmetax.example.com>
Subject: Reminder: 2 of 5 documents still needed
To: alex@example.com
Acme Tax Group
Hi Alex,
Just a quick nudge — you still have 2 of 5 documents remaining for your Q1 tax return with Acme Tax Group.
If you've already sent these another way, just let us know and we'll update your file.
Thanks,
Acme Tax Group
Powered by CompleteLane
The default schedule sends 3 reminders, 5 days apart, starting 5 days after the initial send.
Customizing the schedule
Available on all tiers. Go to Settings → Reminders to change the interval and total reminder count for your org.
Custom reminder templates
On Professional and above, you can edit the reminder email's subject and body. The same placeholder tokens apply as the initial request email (client name, request title, portal link, etc.).
Per-request overrides
On Premium and above, you can override the reminder schedule for a single request — useful for tax-season urgency or a client who needs more time.
When reminders stop
Reminders stop when:
- The request is completed (every item approved or manually marked done)
- The request is canceled
- The scheduled reminder count is reached
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