How do I add notes to an agency request?

Once you have accepted an agency request, you can add notes that are visible to both you and the requesting lawyer.

1. Open the request from your Helping tab.
2. Click Add in the Notes section on the detail panel.
3. Type your note and click Post.

Notes are timestamped and displayed in chronological order. Both parties can add notes while the request is accepted; once it’s completed, existing notes stay visible but new ones can’t be added. Use notes to communicate updates, ask questions, or record instructions that supplement the agency email.