Creating Queries

Once you select your file you will be taken to a screen where you can;
1. View items outstanding;
2. Upload supporting documents;
3. Create Queries;
4. Respond to matters;
5. Notify the firm once the action has been taken; and
6. Delete your Queries.

1. To create a Client Queries select New Client Query;

3. When creating a new query you can add a matter topic. We suggest the matter topic is treated as a subject heading. Select Add Query to add the Client Query;

4. Once the query has been created open the query by clicking on the query box and adding a message or request in the Discussion forum;

5. The client can also attach supporting documents to the query to send to the practitioner. For more information on uploading supporting documents to queries please see here.