# Agencies settings

What each option of the agencies settings does, from the reminder that warns before an agency expires to how many days ahead it goes out and which e-mail it sends.

The agencies options sit in the **Legal Agencies** box of the legal settings. They decide whether the firm is warned before an agency expires, how early, and with which e-mail.

## Before you start {#before-you-start}

- Changing settings needs the **Administrator** role (**Role** on the user's **Access Rights** tab).

## Open the settings {#open-the-settings}

Open **Agencies/Configuration/Settings** and find the **Legal Agencies** box.

![The Legal Agencies box with the reminder switched on.](https://jaah.app/web/image/8804-aefb1e66/law-agency-settings-agencies_settings_reminder-en.png)

## The options {#the-options}

### Reminder {#reminder}

On by default. While it is on, the system checks every day which agencies are about to expire and e-mails their principal and agents a reminder. Turn it off if the firm follows expiries in another way: the agencies keep showing **Valid** or **Expired** either way. The two options below appear only while it is on.

### Reminder Before {#reminder-before}

How many days before the **Expiration Date** the reminder goes out: 3 by default. Give the client enough time to renew: 30 days, for instance, leaves a month.

### Reminder Template {#reminder-template}

The e-mail the reminder sends. The template shipped with Agencies is chosen by default; pick another template made for agencies to change its wording. Without a template, no reminder is sent.

![The days before expiry and the e-mail the reminder sends.](https://jaah.app/web/image/8806-3b93e079/law-agency-settings-agencies_settings_template-en.png)

Click **Save** to apply your changes.

## FAQ {#faq}

### Who receives the reminder? {#who-receives}

The principal and the agents of the agency. When **Multi Clients** is on in the legal settings, the other principals of the agency receive it too. The page [Agencies automations](agencies-automations) explains when the reminder runs.

### I changed the number of days: will an agency be reminded twice? {#twice}

No. Each agency is reminded once for a given expiration date. It is reminded again only after its dates change, when it is renewed.

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- Source: https://jaah.app/docs/law-agency/agencies-settings
- Updated: 2026-10-15
- Version: Agencies 19.0.2.1.9
- Verified: 2026-10-16