Set up notifications

Chronicle sends alerts through two paths: per-client notifications you configure on individual cases, and global notifications you set once in your profile. Both use email delivery, and both respect your role permissions.

Global notifications

Global notifications apply account-wide and are set in your profile settings. They control passcode forwarding, stage-based client updates, and digest emails.

1. Open Settings from the main navigation, then select the Profile tab.

2. Scroll to the Notifications section.

Passcode Forwarding

Choose how to receive one-time passcodes: Via email, Via text, or both. Text forwarding requires a mobile phone number on your account.

Global client update notifications

Select which events you want to be notified about for each case stage: Initial Stage, Recon Stage, Hearing Stage, and Appeals Stage. Chronicle can alert you to decisions, status changes, new documents, and event invites. If a case changes stage, the alert follows the stage setting active at that time.

Digest notifications

If your role includes the Digest notifications permission, enable a periodic digest and choose a frequency: none, daily, weekly, or monthly. Turn on Filter digest to only your cases to limit the digest to cases you follow.

Per-client notifications

Per-client notifications let you choose exactly which alert types you receive for a single case. These settings override global stage preferences for that case. You configure them when you follow a client.

1. Go to a client detail page.

2. Click Follow in the client card header.

3. In the Follow Client modal, check the notification types you want for this case:

   • Decisions

   • Status Changes

   • New Documents

   • Event Invites

4. Click Save. To receive all types, click Select All first.

To stop receiving notifications for a client, open the same modal and click Remove Claim.

Bulk edit per-client notifications

On a stage clients list page, select multiple clients and use Add Claims or Remove Claims to apply the same notification types to many cases at once.

What each notification type sends

Chronicle delivers these alerts as emails. Each notification type corresponds to a specific case event and includes relevant details with a View Client button.

Decisions

Fires when a decision is issued for a case unit. The email subject reads ClientName: Decision or ClientName: Stage Case Closed. The message includes chips showing the T2 and T16 decisions, plus rows for programs, case status, stage, decision or closed date, ALJ name, office, and hearing held date.

Status Changes

Fires when a client’s case details change. The email subject is ClientName — Case Update. It can include a decision summary, a diff of what changed, plus sections for medical records, information requests, and open items.

New Documents

Fires when new documents or exhibits are added to a case. The email lists each document as a linked bullet with its section name and received date. If new exhibits were assigned, they appear in a separate New Exhibits section.

Event Invites

Fires on calendar event invitations, updates, and cancellations. The email shows the event type, start and end times, location, and participants. If the event is cancelled, a cancellation banner appears. The subject reads Type Invite, Type Updated, or Type Cancelled followed by the client name.

AARPS fee-payment notifications

If your firm uses AARPS and you have the AARPS access role, you can receive daily notifications when new fee payments post. These are configured separately under Settings > Profile > AARPS. See Add AARPS credentials for setup instructions.

How Chronicle decides who gets an alert

When an event occurs, Chronicle looks at per-client follows first. If you have followed the case and opted into that event type, you receive the alert. If you have not followed the case, Chronicle falls back to your global stage settings. This means a per-client follow with specific types selected will always take priority over your global preferences for that case.

Common issues