Notifications in Practice
Where notifications appear, how to mark them read, and what triggers them.
Last updated:
Notifications are in-app messages that tell you what needs attention; some are also emailed to you.
Where to find them
- The bell at the top with an unread count (99+ when higher).
- Notifications in the sidebar.
- The Latest notifications card on Home (last 5).
How to work with them
- Open Notifications. Unread ones are bold with a coloured dot.
- Click Open to go to the item (a lead, task, matter…).
- Click Mark as read for one notification, or Mark all as read at the top.
30 notifications are shown per page with Previous and Next.
What triggers one
Examples: a member you invited joined, a lead or task was assigned to you, an intake form came in, reminders for hearings and statutory deadlines, client messages from the portal, and invoice updates. Each notification is personal to you.
Was this article helpful?
Related articles
Still need help?
Write to us and support will usually reply by email within one working day.