Will I get notified when the client makes a change or uploads a file?

Currently the system will only notify you after the questionnaire has already been submitted - and only about newly uploaded files. You can also review what has changed on a matter from the Feed tab, which tracks the changes and activity within the matter. See the related articles for how to use it and how to set up your staff notification settings.

Frequently Asked Questions

When do I get notified about uploaded files?

After the questionnaire has been submitted, you get notified about newly uploaded files.

Can I see what the client changed?

Yes. The feed tab tracks the changes and activity within a matter, so you can review what happened and when.