Documentation
How to use each part of Diract, one screen at a time. Every page shows the real screen next to each step.
General
Build a websiteStart from a whole-site template, then make it your own by changing anything on the page itself.MessagesChannels and direct messages for your team, in one list that covers every company you belong to, so you never switch company to carry on a conversation.Document storageStore documents in Diract's own storage, or in your company's Google Drive or SharePoint, and set which one Diract tries first.Associated companiesCreate a company that is managed alongside yours, see everyone across the group, appoint a group admin, and roster by location.Workspaces & data connectionsPaste, upload or pull data into a spreadsheet, tidy it, then turn it into a table.Custom tables & fieldsCreate a table for anything you track, add fields of the right type, and make a field calculate itself.QuotesWrite quotes with priced lines, optional extras and choices, in your own currency and tax, and send a link where the customer picks options, signs to accept or declines, and pays a deposit by card.InvoicesBill customers with numbered invoices in your own currency and tax, turn an accepted quote into an invoice, email a link the customer pays by card from, remind them automatically, record payments in part or in full, and see what is overdue.Built for youDescribe your business, review the suggested tables, and let the assistant build them.Auto add rulesSet a rule on a client update page so every new matching record lands on it without anyone adding it.Multiple companiesMove between the companies you belong to from the account menu, and create a new one.Account securitySet up a passkey, see the browsers that skip two factor sign in, and get told by email whenever any of that changes.NotificationsChoose which events notify you in the app, by email and by push, switch an event's email off for the whole company, and change what a notification says.Role based accessGive each member a company role, add custom roles for extra capabilities, and restrict tables, dashboards and fields.Reporting dashboardsCreate a dashboard, add widgets from the palette, point them at a table, and arrange them on the canvas.Email signatureDesign one signature for the firm, choose which details each person fills in themselves, and send it to Gmail and Outlook.Shared email labelsConnect your mailbox, file an email to a matter, and let the matter's label appear in every connected inbox.AI controlsTurn the assistant off for the company, choose which data it can read, and give it standing instructions.Template marketplaceInstall a ready-made set of tables and dashboards, update it later, or build your own.Invoice PDF importUpload a supplier's PDF and review each line before it is added as a record.Send SMSText any phone number from the Send SMS tool, and read what was sent.
Law firms
Quick GlanceRead the trust tiles, chase unpaid invoices and old time, finish setting up, and change the layout.Time entriesAdd a time entry from the matter's Time & Fees Report tab, read the report, and create an invoice from it.Auto time entriesOpen Auto Time Recording, check each drafted entry, pick how detailed the descriptions are, and submit the ones you want.Trust accountDeposit, pay out and transfer trust money, read a matter's own ledger, and print the reports.Fees & invoicesTurn a matter's unbilled fees and disbursements into an invoice, finalise it, and record the payment.DisbursementsAdd a disbursement to a matter by hand, or import a supplier's PDF invoice and check each line and its GST before anything is added.PrecedentsPick a precedent on a matter, fill in the recipient and body, and issue it as a PDF and a Word file.TeamsCreate a team, add its members, pick a leader, and set what the team can see and do.Client update pagesBuild a page from a table's records and columns, protect it with a PIN or restrict it to a team, and send the link.MattersFind a matter in the Matters table, create a new one, read and edit its details, and add the tabs it needs.LeadsRecord every enquiry as a lead, follow it up, turn emails under a shared label into leads automatically, and see the pipeline on its own dashboard.Settlement adjustmentsApportion council rates, water, land tax and levies between the vendor and the purchaser on a conveyancing matter, and print the statement.Client BillingSee what is outstanding, paid and billed across every invoice, narrow it to one matter or debtor, and download LEDES e-billing files.TasksAdd tasks to a matter, give them a due date and an owner, and mark them done.
Property developers
Loan tablesAdd each loan to its project, see every loan across the book in the Finance Model Loans table, and mark a loan discharged.Finance modelSet budget lines for a project, match transactions to them, and run the feasibility calculator.Loan scheduleAdd the loan's interest rates and repayment phases, and read the period by period schedule the app calculates.Residual land solverType the deal's numbers and the margin you need. The solver works back to the highest land price that still gives that margin.Entity data validationType an ABN, ACN, BSB and account number on an entity. The form checks each one before it saves.
Cafes & hospitality
Kiosk check inType your PIN on the shared kiosk, tap your row to check in and out, and start or end a break.Roster calendarAdd shifts on the week grid, publish the week so staff can see it, and confirm the hours they worked.Teams & Manager rolePut staff into Front of House, Back of House and Administration, and give a shift lead the Manager role.Text staff their shiftsSend each staff member a text with their published shifts for the week.