Help / Your firm and team

How do alerts work?

The bell shows new alerts: client requests, replies, documents, complaints, renewals and enquiries. Choose which you get, and whether by email too, under your account. Owners and admins also get plan and allowance notices.

More on your firm and team

• What can each role do?
• How do I add someone to my team?
• Can I see who changed what?
• How do I connect our mailbox?
• How do I set our letter wording?

Not answered here? Contact us.