Intake staff
Sign in with a staff address. The link works once, and for a few minutes.
"Gives a price" means this service quotes for work rather than doing it. A client who presses "I need a quotation" can be taken only to one of these, or to the request we have no questions ready for.
The first thing the assistant settles, so that it can then ask about a handful of services rather than all of them. Spell it exactly the same way on every service that belongs to it; a new spelling is a new family.
Register, what never to promise, when to stop and fetch a person.
What a request must contain
Choose a service on the left, or add one.
The top and the bottom of every request sent from here, in your own words, so that it reads like the firm's other mail. Both are HTML, so a logo, a rule or a line of small grey type all belong here. Everything between them is rendered from what the client confirmed and cannot be written over.
Whatever usually stands above a letter. Leave it empty for nothing at all — no blank line is added for an empty one.
The signature block, the address, the notice your lawyers ask for.
A logo, a rule, a signature. Upload one and it is inserted where the
cursor was; it is served from this application at an address that does not move, so
the message still shows it years later. Under 1 MB, and PNG, JPEG, GIF, WebP
or SVG. Give every one an alt: it is what the text version of the
message says in its place.
Your letterhead above and below; the middle is an example. This is the HTML version, which is what nearly everyone will see.
And as plain text, for a reader that will not show HTML
Everyone here may edit every service and read everything that has arrived.
They need not have signed in before; the account is made waiting for them.
Every message handed to the mail provider, sign-in links included, and how long it took to arrive where that is known. "Waiting" means the provider has taken it and not yet said what became of it.
What the file shipped with the application would change. Nothing moves until you choose it, and checklists are never touched.
Retention is applied on every start. This runs it now.