In ImmiPractice, a Business Admin or Branch Manager opens Agreement Automation in the sidebar to turn signing reminders on or off, choose how many days pass between reminders, set the maximum number of reminders per agreement, and decide how many days a signing link stays valid. Unsigned clients then get follow-up emails with a fresh link, expired links are marked Expired, and every reminder and expiry is recorded on the audit trail.
- Agreement Automation is configured by the Business Admin or Branch Manager.
- Settings: reminders on/off, days between reminders, maximum reminders, link validity in days.
- Reminder emails include a fresh signing link; expired links are marked Expired.
- Every reminder and expiry is recorded on the audit trail.
Chasing unsigned retainers by hand is one of the most common time sinks in an immigration office. Agreement Automation lets ImmiPractice do the chasing, within limits you set, so clients are nudged politely and stale links do not stay open forever.
Who can configure reminders?
The Business Admin and Branch Manager roles. Other staff benefit from the reminders but cannot change the settings.
How do I turn on signing reminders?
- Open Agreement Automation. In the sidebar, open Agreement Automation.
- Turn reminders on. Switch reminders on for your business. When they are off, no reminder emails are sent, but links still expire.
- Set the interval. Choose how many days should pass between reminders, for example every 3 days.
- Set the maximum. Choose the maximum number of reminders per agreement, for example 3. After that, ImmiPractice stops reminding and it is up to your team.
- Set link validity. Choose how many days a signing link stays valid. Links past this deadline are marked Expired.
- Save. The settings apply to agreements across your business.
What happens once reminders are on?
ImmiPractice checks agreements automatically once a day. On each check, for your business:
- Unsigned agreements whose reminder interval has passed get a follow-up email to the client with a fresh signing link, until the maximum number of reminders is reached.
- Signing links past their deadline are marked Expired and appear that way on the Agreements dashboard.
- Every reminder and every automatic expiry is recorded on the agreement’s audit trail, so you can show exactly when the client was contacted.
Signed agreements are never reminded. Because the check runs daily, a reminder may arrive at a slightly different time of day than you expect.
What should I do with expired agreements?
Open the Agreements dashboard and filter or scan for Expired items. For each one, decide whether to:
- Resend it, if the terms are still right.
- Supersede it or issue a new version, if the fee or scope has changed.
- Leave it, and update the lead or case status, if the client has decided not to proceed.
Example settings
| Practice style | Interval | Max reminders | Link valid |
|---|---|---|---|
| High-volume study-permit intake | 2 days | 3 | 10 days |
| Family PR files, longer decisions | 4 days | 3 | 21 days |
These are examples, not recommendations; choose what fits your clients and your regulator’s expectations.
Related: send an agreement for e-signature, automatic follow-ups and the client follow-up automation guide.