Comments, activity, and files

Comments

Each request has its own comment thread for back-and-forth with the client — ask a follow-up question or clarify what’s needed without leaving the request.

Activity log

Every status change on a request is recorded in its activity log, so you can see exactly when something moved from Requested to Provided, and by whom.

Locking a request

Lock a request once it’s accepted to prevent further changes.

Uploading and downloading

Both your firm and the client can upload files against a request — the request tracks My Docs (firm-uploaded) and Client Docs (client-uploaded) separately, so you always know which side provided what.

Next

• Document management — the aggregated view across every engagement’s requests.