The practice day · cl. 26(a)(iii)
A real practice mailbox, not email bolted onto a CRM.
Client email arrives in the practice, files itself against the matter and stays part of the record. No forwarding, no copying, no separate inbox to keep in step.
Why a mailbox, not a widget
Client email arrives inside the practice and files itself against the matter, so the correspondence becomes part of the record as it happens. Nothing is forwarded, copied or kept in a separate inbox, and attachments become documents on the file. Clause 26(a)(iii) asks for written communications on the file, and an imported copy arrives late by definition.
- Code clause
- cl. 26(a)(iii), written communications on the file
- Attachments
- Become documents on the matter, not files sitting in an inbox
- Visibility
- The practice can see the correspondence, not only the adviser who sent it
Email that belongs to the practice, not to an inbox.
A real mailbox
cl. 26(a)(iii)Send and receive from your practice address inside Clerq. Not a CRM that logs a copy of what you sent from somewhere else.
Files itself against the matter
cl. 26(a)Mail lands on the client’s file as it arrives. No forwarding, no dragging, no separate folder structure to maintain.
The practice can see it
cl. 26When someone is away their client correspondence is not locked inside a personal mailbox. The practice holds the record.
Attachments become file documents
cl. 27Anything attached is put through OCR and filed, so it is searchable on the matter rather than buried in a thread.
More in The practice day
Start with the file you are worried about.
We onboard one practice at a time, so the first conversation is a working one: your overdue dates, the documents you are still chasing, and what the system would have done about them.