Help centre / Desk / Day to day
Message your team and mention someone
Quick questions go in Messages, and anything the rest of the team should see later goes in a note on the matter. Either way, the person you’re talking to hears about it.
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Start a conversation
Go to Messages
Press New message, choose who it’s for under To and press Start.
Pick more than one person to start a group, and give it a Group name like “Conveyancing team”.
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Write your message
Type in Message and press Send.
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Link it to a matter
Press Link a matter and find the matter, so everyone can open it straight from the conversation.
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Ask for something by a date
Press Ask with a date, choose Needed by and press Ask. The other person gets a Done button to press when they’ve done it, and you’ll see who did.
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Leave a note on a matter
Go to Matters
Open the matter, choose Note for the team and write your note. Type @ and the first letters of someone’s name to mention them, then press Post note.
Choose Ask for something instead to ask someone outside your team, like the lender or the other side, for a document or answer by a date.
Still stuck? Write to [email protected] and we'll get back to you.