Email invites
Branded email invites your clients can open with one click
Send branded invites to clients straight from the console. Each one is a magic link, so the client needs no account to start. You can track whether it was opened and completed, a client who stops halfway gets a resume link, and reminders and outcome emails go out on the schedule you set.
- Branded invites, magic links, no account for the client
- Open and completion tracking, per invite
- Idle reminders and a give-up deadline you set
How does sending an invite work
You send a branded invite from the console to a client's email address. It carries a magic link into the flow, so the client opens it and starts straight away with nothing to install and no account to create. You can see whether each invite was opened, started and completed.
What happens if a client stops halfway through
They get a resume link that stays valid for 3 days, so leaving the form to find a document or ask a colleague a question does not mean starting over. Opening the resume link picks the run up exactly where they left it.
Can I remind a client who has gone quiet
Yes. Each step can carry its own idle reminder and a give-up deadline that you set, for example remind after 24 hours of inactivity and give up after 7 days. A reminder nudges the client back to the run, and a give-up deadline lets you stop chasing a case that has genuinely gone cold.
What does the client receive when the case is decided
An outcome email once the case is resolved, approved, rejected or needing more information, so the client is not left wondering what happened. Your staff get their own notifications so nobody has to keep polling the submissions list to see what moved.
Can I customize the emails clients receive
On Practice and Firm you write your own custom email templates for invites, reminders and outcomes. Solo uses default templates that already carry your branding, logo and colours, without a template editor to configure.
How many invites can I send each month
Email allowances scale with plan: Solo includes 25 emails a month, Practice includes 500, and Firm includes 2,000. Every invite, reminder and outcome email counts against the same monthly allowance.
- Solo: 25 emails a month
- Practice: 500 emails a month
- Firm: 2,000 emails a month
Frequently asked questions
Does the client need to create an account to open an invite?
No. An invite is a magic link, so the client opens it and starts the flow directly, with no account and nothing to install.
What happens if a client abandons the form halfway through?
They get a resume link valid for 3 days, so opening it later picks the run up exactly where they stopped rather than starting over.
Can I control when reminders are sent?
Yes. Each step can carry an idle reminder and a give-up deadline you set yourself, for example a reminder after 24 hours and giving up after 7 days.
Will my team know when a client finishes or needs a decision?
Yes. Staff get their own notifications alongside the outcome emails sent to the client, so nobody has to keep checking the submissions list manually.
How many invite emails are included on my plan?
Solo includes 25 a month, Practice includes 500, and Firm includes 2,000. Invites, reminders and outcome emails all draw from the same monthly allowance.
Explore more of the platform
See a branded invite land in a client's inbox
Book a 30-minute call and we will send a real invite to a test address so you can see it end to end.