Donna Concierge

Say what you need.
Donna works the app.

Describe what you need in plain words. Donna opens the right page, fills in the work and asks before anything is sent or changed.

8/16 Selwick Street, Bondi
You
Invite Hannah Whitfield to this matter as a client.
Donna
I'll open the invite and fill in the details. Nothing sends until you approve.

01 Ask

Say it in plain words.

Ask Donna to invite someone, update a document or set up a channel. No searching through menus or remembering where everything lives.

Donna · Personal
Personal workspace
Ask Donna…
FilesLibrary

02 Plan

See the plan before it starts.

For anything multi-step, Donna lays out the sequence first: where it will go, what it will fill in and what it will ask you to approve.

Donna · 8/16 Selwick Street, Bondi
8/16 Selwick Street, Bondi
You
Set up 8/16 Selwick Street, Bondi. Add Nadia as the second conveyancer and pin the building and pest report.
Donna
Here's the plan. I'll pause where I need you.
Plan
  • Confirm matter scope
  • Create channel
  • Adding Nadia Brooks as the second conveyancer
  • Pin the building and pest report

03 Work

Watch Donna work.

Donna opens the right pages, fills the forms and sets things up, showing each step as it happens. You can step in at any time.

Donna
General
You
Open the Bondi matter and show me the documents.
Donna

04 Approve

Donna asks. You decide.

Anything that sends, edits, creates or invites appears as an approval card showing exactly what will change. Approve it, edit it or say no.

Donna · 8/16 Selwick Street, Bondi
8/16 Selwick Street, Bondi
You
Add Nadia Brooks as the second conveyancer on 8/16 Selwick Street, Bondi.
Donna
I'll send the invite. Approve when you're ready.
Permission needed

Invite Nadia Brooks to 8/16 Selwick Street, Bondi

Email
nadia.brooks@bennettvale.com.au
Role
Member
Message
Hi Nadia, looping you in on the Bondi purchase ahead of next week's settlement.
ApproveDeny

The first time should feel
like the hundredth.

No menus to learn. No steps to remember.