Friday 30 Oct 2026·NSW trust rules
Practice

To file

Emails and calls with clients file to their matter by themselves. These ones need a person: the sender is on more than one matter, or we don't know them yet.

Waiting (2)

  • Law Society Journal: this month
    Fri, 30 Oct, 6:00 am
    Email · From news@lawsociety.com.au to Helen Carter

    Read this month: changes to the Conveyancing Rules, practising certificate renewals and CPD deadlines.

    Not from a known contact
  • Settlement and Dad's estate
    Thu, 29 Oct, 8:15 am
    Email · From Margaret Jones <margaret.jones@bigpond.com> to Priya Shah

    Hello Priya, Will my share of Dad's estate be paid before my settlement on Forsyth St? I'd like to put it towards the purchase. Margaret

    Margaret Jones: 2 open matters

Filed by themselves

  • Keys and final inspection
    Fri, 30 Oct, 9:12 am
    Email · From Jane Smith <jane.smith@gmail.com> to Priya Shah · RL-26/0141

    Hi Priya, We've booked the final inspection for the day before settlement. Where do we collect the keys on the day? Jane

    Filed automatically: Jane Smith has one open matter
  • Call to Mark Smith
    Thu, 29 Oct, 4:45 pm
    Call · Jess Tran, +61 400 654 321, 3 min 5 s · RL-26/0141
    Call summarySettlement figures in progress. Mark to have the bank confirm the loan amount and to book the final inspection.
    Transcript (3 lines)
    • Jess Tran: Hi Mark, it's Jess from Riverina Example Lawyers. I'm putting together your settlement figures.
    • Mark Smith: Great. Do you need anything from us?
    • Jess Tran: Just your bank to confirm the loan amount, and please book the final inspection for the week of settlement.
    Recording kept with the call record
    Filed automatically: Mark Smith has one open matter
  • Message from Jane Smith
    Thu, 29 Oct, 10:00 am
    Client portal · Sent through the client portal · RL-26/0141

    Hi Priya, could we do the final inspection the morning of settlement instead of the day before?

    Filed automatically: Sent through the client portal
  • RL-26/0141 Smith purchase: settlement adjustments
    Wed, 28 Oct, 11:20 am
    Email · From Murray Conveyancing <settlements@murrayconveyancing.com.au> to Priya Shah · RL-26/0141

    Dear Priya, Please find our adjustment figures for settlement. Council rates are paid to 31 December and water to 30 November. Please confirm your clients will book the final inspection. Regards, Murray Conveyancing

    Filed automatically: Matter reference RL-26/0141 in the subject
  • Call from Robert Jones
    Tue, 27 Oct, 9:40 am
    Call · Helen Carter, 0427 909 808, 4 min 20 s · RL-26/0098
    Call summaryRobert Jones asked about the interim distribution. He will sign the direction on Thursday; payment of $100,000 to follow.
    Transcript (3 lines)
    • Robert Jones: Hi Helen. I wanted to check when the interim distribution can be paid.
    • Helen Carter: The statement is ready. Once you sign the direction we can pay you $100,000 this week.
    • Robert Jones: I'll come in and sign it on Thursday.
    Recording kept with the call record
    Filed automatically: Robert Jones has one open matter
  • Draft wills: a couple of changes
    Mon, 26 Oct, 8:15 pm
    Email · From Kerrie O'Brien <kerrie.obrien@gmail.com> to Helen Carter · RL-26/0164

    Hi Helen, Thanks for the drafts. We'd like my sister Anne to be the backup executor instead of Paul's brother. Otherwise all good. Kerrie

    Filed automatically: Kerrie O'Brien has one open matter
Live, this comes from Microsoft 365 and GoPBX
Each firm's chosen mailboxes are read through Microsoft Graph, and calls, recordings and transcripts come from GoPBX. Filed mail is tagged in Outlook. In this demo the mail and calls are simulated: nothing is sent or received.