Smarter Enquiry Management
Extract, assign, and resolve enquiries in one live workspace, powered by AI and synced in real-time.
Feature Published Date:
February 2026
Feature Coverage:
Workflow Management · Client Portal · Audit Logs
Smarter Ingestion with AI Extraction
Transitioning from traditional paperwork to a digital workflow starts with how you handle incoming documents. Instead of spending hours manually re-typing enquiries from scanned PDFs or solicitor letters into your CMS, Homey leverages advanced OCR and AI processing to bridge the gap. By centralising the ingestion process, you ensure that no detail is lost in translation and that your team spends their expertise on legal analysis rather than data entry.
Smarter Enquiry Management
Eliminate the friction of external documents. The Enquiry Manager allows you to build, edit, and track your enquiries entirely within the Homey interface, creating a single source of truth for every case.
High-Fidelity Pre-Save Refinement
Automation is only powerful when combined with professional oversight. Before any extracted enquiry hits the live case ledger, you are presented with a staging area where you have total editorial control. You can inline-edit text to clarify ambiguity, delete irrelevant boilerplate questions with a single click, or manually add new enquiries. This ensures that only accurate, high-quality data enters the workflow, maintaining the integrity of your audit trail from the very first step.
A Live, Unified Workspace
The Enquiry Manager is built on a "Live Document" philosophy, designed to act as a single, shared source of truth for all parties involved in the transaction. By moving away from the "versioning" nightmare of Word documents and the "black hole" of email threads, Homey provides a transparent environment where the status of every question is visible in real-time. This reduces the need for "chaser" emails and ensures that both the professional team and the client are always aligned.
Real-Time Sync & Auto-Save Architecture
We have eliminated the "Save" button to create a truly modern, responsive experience. As you update an assignee or edit a response, the system saves your changes instantly, ensuring data persistence even if you navigate away. For clients, this means they can provide answers at their own pace without fear of losing progress. For solicitors, it means the "Professional View" always reflects the most current information available, backed by an activity log that tracks every single interaction.
Seamless Client Collaboration
The Client Portal has been reimagined to lower the barrier for client participation. We understand that legal enquiries can be overwhelming for laypeople; therefore, the interface is designed to be clean, jargon-free, and highly focused. By providing clients with a dedicated space to answer questions and upload evidence, you provide a professional service that feels more like a modern app experience and less like a complex legal hurdle.
Focused Interaction & Evidence Gathering
When you click "Notify Clients," the relevant enquiries appear on the client’s dashboard in a prioritized list. The interface guides them through each item, allowing them to type answers directly into the platform and attach supporting documents like certificates or receipts. By grouping questions and providing clear read-only context (such as the original enquiry text and current status), the portal ensures clients provide the right information the first time, reducing the need for back-and-forth clarifications.
