Register an SOA request, assign the work and track its review status in the Paraplanning Dashboard. Keep the request details and supporting documents current as the work moves through your practice's review process.

Use My Tasks to review assigned project work across clients, update responsibility and deadlines, and record the next action without opening every project.

Use Projects to organise a piece of client work into stages, assign responsibility and track progress. This guide covers Projects inside the Finley app.