You told us you wanted a more efficient way to follow up with clients submitting their information and documents - now it’s automated. 

You can now set up automated email reminders in Mercury Nexus to follow up with clients who haven’t completed their Client Portal requests - no more chasing for missing details, and less admin. 

Simply choose when reminders should be sent, use a default template or create your own, and let Mercury handle the rest. 

Read this wiki for step-by-step guide on how to set this up.

Haven’t explored the new Client Portal yet?

➡️ Watch this quick demo to see how it works

➡️ Get a step-by-step guide via our Wiki

With the old Client Centre retiring soon, now’s a great time to get familiar with the new Client Portal.