Help centre / Desk / Legal work
Send a client care letter and publish your prices
Every new matter needs its client care letter signed and back. Desk starts each one from your own template, keeps track of where it’s up to, and lists the matters still waiting for theirs.
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Choose the template
Go to Settings › Client care
Under Letter, choose the template it Starts from.
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Add your prices
Under Prices, press Add a price for each one. Choose the kind of work it’s For, give it a Name like “Our fixed fee”, the amount in £ and how it’s Charged, and tick Plus VAT if it applies. Press Save.
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Publish your price page
Tick Publish these prices on a page you can link to from your website and press Save. The page’s address shows underneath, ready to link to.
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Write a matter’s letter
Go to Matters
Open the matter, choose Client care and press Write it. The letter opens as a draft started from your template. Finish it as you would any document.
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Send it for signing
Back on Client care, press Send for signing. It shows Out for signing until the signed copy comes back, then Signed.
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See who’s still waiting
Go to Client care
Every open matter without a signed letter is listed with its owner and where its letter is up to.
If something goes wrong
The matter asks you to choose a template first. Nobody has picked the letter’s template yet. An admin chooses it in Settings, under Client care.
Still stuck? Write to [email protected] and we'll get back to you.