System
Maintenance Rules
Prompt partners and data teams before stale records become a cleanup project.
Add rule
Rules run daily, weekly, or monthly and can feed email, entity banners, partner alerts, and admin warnings.
Rules
| Rule | Schedule | Outputs | Last run | Alerts | |
|---|---|---|---|---|---|
| Approaching archive thresholdNoActiveMatters · 300 days · Warning | Weekly Active | Banner · Partner · Admin | 10/27/2026 7:10 AMFound 1 client(s) needing attention. | 1 | |
| Archive recommendedNoActiveMatters · 365 days · Critical | Weekly Active | Banner · Partner · Admin | 10/27/2026 7:10 AMFound 1 client(s) needing attention. | 1 | |
| Maintenance overdueInactiveNotArchived · 30 days · Warning | Daily Active | Banner · Partner · Admin | 10/29/2026 4:06 PMNo records need attention. | 0 |
Admin warnings
Active maintenance matches whose rules include the Admin warning output.
| Severity | Client | Rule | Message | Last seen |
|---|---|---|---|---|
| Critical | 00000002 Northstar Renewable Logistics | Archive recommended | Archive recommended: this active client has no active matters and has had no matter activity for 365 days. | 10/27/2026 7:10 AM |
| Warning | 00000002 Northstar Renewable Logistics | Approaching archive threshold | Approaching archive threshold: this active client has no active matters and has had no matter activity for 300 days. | 10/27/2026 7:10 AM |