I think more reminders will improve client/advisor experience:

1 monthly reminder in the months leading to the deadline. Clients seem to forget or not get going on tasks because they still have time. We all procrastinate. My hope is the monthly reminder will at least nudge them and remind them to get started. This applies to both normal and extension deadlines. Our current reminders are great but they dont start until we are at/in crunch time. This would also help advisors to be able to get more help and avoid the need for them to manually be nudging people.

For example - If we sent ELs in Jan. They sign/pay get an engagement. The due date is 4/15. So people dont get reminders til maybe 4/10 to get stuff done. I would like a friendly reminder in Jan, Feb, March and then the (current) more serious reminders.

Below is the reminder cadence and its heavy around the due date.

2 days after task sent

5 days before the engagement due date

3 days before the engagement due date

1 days before the engagement due date

on engagement due date

weekly (after engagement due date) until 30 days past due