Account health and alerts
The account health section of your dashboard surfaces things that need your attention so nothing slips through the cracks.
When you’d use this
Section titled “When you’d use this”Check this section whenever you log in to see if there are upcoming renewals, balance changes, open tickets, or recent activity on your account.
Alert types
Section titled “Alert types”Your account health section can display four types of alerts:
Upcoming retainer renewals
Section titled “Upcoming retainer renewals”This alert appears when a retainer agreement is approaching its renewal date. It tells you which retainer is renewing and when, so you have time to review terms or reach out to your agency with questions before the renewal goes through.
Retainer balance and hours
Section titled “Retainer balance and hours”This shows how much of your current retainer budget or hours have been used and how much remains. If your balance is running low, you’ll see a warning so you can plan accordingly or discuss adjustments with your agency.
Open support tickets
Section titled “Open support tickets”This displays the count of support tickets you’ve submitted that are still open. You can see at a glance whether your agency has outstanding items to address. Click through to view ticket details or add updates.
Recent activity
Section titled “Recent activity”This shows a feed of recent actions on your account, such as new reports being published, project status changes, or updates from your agency. It helps you stay current without needing to check each section of the platform individually.