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FD
Follow-Up Desk
Cloud · synced
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Load data
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Snapshot
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Add item
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All statuses
Pending
In Progress
Completed
Ongoing
All types
Conveyancing
Litigation
Corporate
Regulatory
Banking & Tax
Marketing
Tech / Product
Admin
Other
Add new item
Workstream / person
Matter type
Matter / item
Required follow-up / action
Lead / owner
Status
Next follow-up (note)
Remarks
Key dates & reminders
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Add person / workstream
Name
Reference prefix
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Edit member
Full name
Email
Role
Member (sees only assigned workstreams)
Super-admin (full access)
Password
Max workstreams this person may hold
Assign workstreams
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