Help centre / Desk / Getting started
Set up Desk for your practice
Desk is ready to use as soon as it’s added, and a short checklist helps you get your team, your people and your documents in. A template then gives you work streams and words that suit your practice.
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Add Desk
From the workbench, open Desk and you’ll see Add desk with the price. Choose who gets the Second included seat, tick anyone who needs an extra seat, check the monthly total and press the Add desk button.
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Work through the first-run checklist
Desk opens on First run with four steps: Seats given out, Bring your people in, Choose where documents come from and Check the outcomes and queue rules. Each has a link that takes you to the right page, and an admin can press Skip on any you don’t need yet.
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Pick a template
Go to Settings, then Template and territory. Choose Where you work and What you do (for example England and Wales and Solicitors), tick the work streams you want and press Preview.
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Check the preview and set it up
The preview says which work streams and outcomes we’ll add and how new matters will be numbered. If that looks right, press Set it up, or Cancel to change your choices.
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Use your own words
Under Settings, then Organisation, you can change what Desk calls the people you act for, the work you do for them and the person who looks after it, and set the Number format and Next number. Press Save when you’re done.
If your tabs say something different
These guides use the words Clients and Matters. Your organisation may call them something else, such as customers and cases, and the tabs and buttons follow whatever you’ve chosen.
You can come back to the checklist at any time from Settings, then Setup.
If something goes wrong
Desk asks you to get an owner to add it, instead of showing a price. Only an owner of your organisation can add Desk. Ask them to open it from the workbench, or write to us at [email protected] if nobody can.
The template fields are greyed out. Only an admin in Desk can change the template and your words. Ask your Desk super admin to make you an admin, or to make the change for you.
Still stuck? Write to [email protected] and we'll get back to you.