With Docketwise, you are able to keep track of your clients' upcoming expiry dates through automatic calendaring and notification reminders. With this feature, you are able to keep track of the following types of expiry dates:

  • US Status Expiry

  • Non-Immigrant Visa Expiry

  • Advanced Parole Expiry

  • Current Authorized Stay Expiry

  • Employment Authorization Document Expiry

  • Petition Expiration

  • Passport or Travel Document Expiry

  • LCA Expiration

For each of the expiry date types, you can indicate the following information:

  • Event Calendar

  • How long before the expiry date you would like to have the notification sent

  • Recipient(s) of the reminder (admin/all firm members/assignee(s) of associated contact)

After setting up the Expiration Date settings for a given expiry date type (ex: US Status Expiry Date), an event and a reminder for the event will be created automatically after being added to the contact corresponding to their expiry date.

Note: For this to work retroactively for expiry dates that were entered prior to setting up Expiry Date Reminders, the contact will need to be updated.


Setting Up Automatic Expiry Date Reminders:

There are 2 ways of setting up Expiry Date Reminders for a given expiry date type:

A) Through Settings:

  1. Click the New Reminder Button

  2. Navigate to Settings > Expiry Date Reminders

  3. Select the expiry date type and choose the Event Calendar, how long before the expiry date you would like to have the notification sent, and the recipient(s) of the reminder (admin/all firm members/assignee(s) of associated contact)

  4. Click the Save Reminder button

B) Through a Contact's Overview Page

  1. Select the Expiration Dates tab from your contact's overview page

  2. Click the 🔔 Set Reminder option under any given expiry date

  3. Select the checkbox for Always create reminders

  4. Fill in how long before the expiry date you would like to have the notification sent, and the recipient(s) of the reminder (admin/all firm members/assignee(s) of associated contact)

  5. Click the Save Event button


Once the initial setup has been completed for a given expiry date type, an event and a reminder for the event will be created automatically after being added to the contact corresponding to their expiry date.

The event is visible on the firm's Events Calendar as well as the contact and matter associated with the event created for the expiry date reminder.

Please remember that for this to work retroactively for expiry dates that were entered prior to setting up Expiry Date Reminders, the contact will need to be updated.

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