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Help centre / Desk

Desk guides

Download the Desk handbook (PDF)
1

Getting started

  • Set up Desk for your practice2 min
  • Add a client2 min
  • Open a matter2 min
2

Day to day

  • Work through your queue2 min
  • Add documents to a matter1 min
  • Match an unmatched document to a person1 min
  • Run a report1 min
3

Settings

  • Set up your queues1 min
  • Create a work stream2 min
  • Choose the outcomes your team records1 min
  • Add seats for your team1 min
  • Send email from your own domain2 min

Can't find what you need? Write to [email protected] and we'll get back to you.

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