Asking for help & coverage

When you're stuck or stretched, you can raise your hand on a matter and let a manager pick it up — and when someone's away, coverage keeps their work moving. This lesson covers both.

1. 1

   Request help from a matter

   On any matter, click Request help — it sits at the top of the matter, next to Request Documents, and also in the Team tab's header. It opens the "Request help on this matter" dialog: add a short note about what you need a hand with — for example "Need someone to run the title searches before Friday" — and click Request help. Your request is tied to that matter, so whoever helps has all the context.

   

2. 2

   Managers claim it in Team workload

   Raising a request notifies every manager (and above). They see it in the Team workload view (Team workload in the sidebar, /app/workspace) under "Help requested", where each request shows your note and a link to the matter. A manager clicks "I'll take it" to claim it; your own requests show a "Your request" badge instead of the claim button, so you can see it's been logged.

   

3. 3

   Set coverage while you're away

   For planned time away, use Coverage on the same Team workload page. Choose the Person away, who's Covered by them, and the From/To dates, then click Set coverage. While coverage is active, matters assigned to the away person show a banner offering to reassign the work to their coverer, so nothing stalls. Active coverage can be ended early, and coverage scheduled for the future can be cancelled before it starts.