SMTP Configuration

Overview

SMTP powers matter confirmations, cancellations, close thanks, invoices, and firm welcome emails.

Where to configure

Super Admin → Settings → Email (SMTP)

Fields

Field	What to enter
Host	e.g. smtp.mailgun.org
Port	Often 587 (TLS) or 465 (SSL)
Username	SMTP user
Password	SMTP password / app password
From address	e.g. [email protected]
From name	e.g. Matterly

Note: These settings come from your email sending service (for example Mailgun, SendGrid, Amazon SES, or your own mail host). If you don't have one, ask your developer or hosting provider which service to use.

Step-by-step

1. Enter SMTP fields.
2. Click Save.
3. Click Test SMTP.
4. Open Email Templates → Test send for a sample.
5. Create a test matter to your own inbox.

Scheduled reminders (cron)

Most emails send instantly. The three reminders (appointment, payment, subscription renewal) are sent by scheduled jobs that only run if your server's task scheduler is active. The Email (SMTP) tab shows a ready-to-copy cron line with your server's path filled in. Add it once to your server's crontab (or your host's "Cron Jobs" panel). See Email Notifications for details.

Notes

Warning: Without working SMTP, clients will not receive confirmation or invoice emails.

Best Practices

• Use a dedicated transactional mail provider.
• Align SPF/DKIM for your from-domain.
• Keep APP_DEBUG off so errors are logged, not exposed.