Help centre / Desk / Day to day
Answer email in the Inbox
Emails sent to your firm’s Desk addresses arrive in the Inbox as conversations. Replies go out from your firm, and every email is kept on its matter.
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Open the Inbox
Go to Inbox
Pick what to show:
- Needs a reply
- Waiting on them
- From someone new
- Done
- Everything
Search by name, email or words, or narrow it by address and by who it’s with.
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File mail from someone new
An email from someone Desk doesn’t know waits under From someone new. Choose the client, and the matter if you know it, then press File it here.
- Add as a new client if they’re new to you
- Not for us if it’s spam or sent to you by mistake
Their attachments wait unchecked until you file them.
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Reply
Open the conversation, write in Your reply and press Send reply. Use Attach from the matter to send one of its documents, or Save draft to finish later.
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Pass it to someone
Choose a colleague under With to make it theirs.
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Close it off
Press Mark done once nothing more is needed. Press Open again if it needs more.
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Send a new email
Press New email. Fill in To, the client and the matter under File it on, the Subject and Message, then press Send.
If something goes wrong
An email is on the wrong matter. Open the conversation, press Move, choose the right client and matter and press Save.
Still stuck? Write to [email protected] and we'll get back to you.