DATE
19/06/2026
Managing Complex Questions with Nested Enquiries
Break down complex multi part enquiries into clear trackable sub questions to resolve transactions faster.
Enquiry Manager
Communication
A Clearer View for Professionals and Clients
Conveyancing transactions often involve detailed and layered questions. Previously, the platform only allowed a simple flat structure for enquiries. This made it difficult to manage multi part questions, track responses from clients, or maintain a clear overview of what was still outstanding.
To improve clarity and efficiency, we are rolling out the new Sub Enquiries feature. This update allows legal professionals to split complicated questions into individual, manageable items under a single main enquiry, keeping your cases organised and easy to follow.
Independent Tracking and Ownership
Legal teams can now add a sub enquiry directly underneath a main item. These sub questions are displayed with clear visual grouping and are numbered using a clean format such as 1.a, 1.b, and 1.c. The main parent question also displays a total count of the sub enquiries attached to it so you can see the scope of the request at a glance.
Each sub enquiry operates as its own individual item. This means you can assign different sub questions to specific team members, upload separate supporting files, and update statuses independently. The available statuses include Awaiting Response, Responded, and Resolved.
For ease of management, you can edit or delete sub enquiries on their own without impacting the rest of the case. If a main enquiry is no longer needed, deleting the parent item will automatically remove all its nested sub enquiries to keep your workspace tidy.
Empowering Clients to Respond Accurately
The client view has been simplified to ensure a smooth user experience. Clients see sub enquiries neatly grouped under the main question. They can type answers into an editable field, attach documents, and mark each specific sub enquiry as responded one by one. This granular control means clients can answer what they know immediately, rather than waiting until they have information for the entire multi part question.
Advanced Search and Smart Dashboards
To ensure you never lose track of an open question, sub enquiries are fully integrated into the platform search functionality, status filters, and assignee filters. When a sub enquiry matches your search, the parent enquiry remains visible to provide immediate context.
The client dashboard task status will also intelligently reflect the state of all sub items. If even a single sub enquiry is still outstanding, the overall task status remains as In Progress. The task is only marked as complete once every single sub enquiry has been successfully responded to or resolved.
