DossierRelayOWNER WORKSPACE
Every client case, in one place Challenge
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YOUR CASE

Your first case starts here

Client messages and documents, organised in one place.

Start with your client request

Create a case with the client name and their first message. Your next step will appear here.

A CLEAR START

New case

Who is this case for, and how can you help? Keep the conversation and documents together.

Business requests a company profile, project brief and engagement letter. Requester Woo correspondence requests planning, scope and an agenda. The public Woo example requests the scope, decision, inventory and publication record.

The default address is the Amazon SES mailbox simulator for a synthetic test case. Email sending is limited to configured recipients.

If you do not have permission yet, leave this unchecked. You can record it later.

ADD A DOCUMENT

Add a document

Choose a PDF, text file, PNG or JPG up to 2 MB. Inspect the document before approving it.

REVIEW THE EVIDENCE

Review document

YOUR PERSONAL RESPONSE

Write a response

Saving keeps the response private. Read the saved response and approve it when ready. Editing invalidates any previous approval.

HELP YOUR CLIENT MOVE FORWARD

This link lets your client read shared responses, reply and upload documents to this case.

Complete this case?

YOUR WORKSPACE

Settings and capabilities

Sharing on the client page makes your response visible there. It does not send an email notification.