Documentation
How to use each part of Diract, one screen at a time. Every page shows the real screen next to each step.
General
PluginsPlugins are tools the assistant builds for your business. Each one runs in a sandbox and reads only the tables you approve.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.ClaudeSend an email, a document or a record's files to Claude, Anthropic's model, with a question, and Diract saves the answer into the matter. Or connect claude.ai, Claude Desktop or Claude Code to Diract, so Claude can find and list your records, read and search their documents, add tasks and events, and save what it writes.ChatGPT, Gemini and other appsConnect ChatGPT, Gemini CLI, Cursor, VS Code or any app that takes an MCP server to your records in Diract, so it can find and list records, read and search their documents, add tasks and events, order identity checks, save what it writes and draft emails for you to send, or with full control do anything an admin can.Printers and scannersScan paper straight into a record, supplier invoices or a disbursement import, and print quotes, invoices and payslips on your office printer. A small app on a computer next to your devices, the Diract helper, does the scanning and printing for Diract.Document storageStore documents in Diract's own storage, or in your company's Google Drive or SharePoint, and set which one Diract tries first.Word editorThe Word editor opens a .docx or an older .doc from a matter, an issued letter or an email. It saves the file back without leaving the app, on a computer or a phone.PDF editorThe PDF editor changes the words in a PDF and adds text, ticks, highlights, shapes, stamps, images and signatures. It fills in forms, rearranges and numbers pages, and opens the files in a matter’s OneDrive. Its tools make scans searchable, compress files, save as PDF/A or Word, and add or remove passwords.Associated companiesCreate a company that is managed alongside yours, see everyone across the group, appoint a group admin, and roster by location.Apple HomeThe Diract app on iPhone and iPad works with Apple Home. It runs a scene when you check in, check out or take a break, switches your lights, plugs and fans, and installs Homebridge plugins.Workspaces & data connectionsPaste, upload or pull data into a spreadsheet, tidy it, then turn it into a table.Drafts of new recordsEvery form that makes a new record keeps what you type as a draft. You can open a quote, a job or a customer you left and finish it later.Import from a CSV fileCreate or update properties, entities and projects from a CSV file, including your own fields and the contacts they link to.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. You can also send a service agreement on its own for your customer to sign.InvoicesBill customers with numbered invoices in your own currency and tax, invoice a job or an accepted quote, email a link the customer pays by card from, remind them automatically, record payments in part or in full, see what is overdue, and have the job marked paid.Job photos and checklistsAdd before and after photos to a job, tick off a room by room checklist with a photo where you need proof, and send the customer one link to both.CCEW for electriciansFill in a Certificate of Compliance for Electrical Work from the job it is for, check it against what Building Commission NSW checks, and send it to the eCert portal without typing the job in again.JobsThe Jobs tool lists every job you have booked, with its customer, site, day, the person doing it and its quote, and adds a new one without leaving the list.Recurring jobsSet a job to come round every few days, weeks or months, and each visit is added to your jobs table four weeks ahead, with its customer, site, assignee and lines.ProjectsYou can group the jobs, quotes and invoices for one bigger piece of work into a project. Its Financials tab shows the budget, the costs and the margin so far.EquipmentList your own tools, machines and vehicles with who has each, what falls due on each and what is out of service. Mark the work done and keep its history.TripsThe Diract phone app records each trip a driver starts: the road on a map, speed, rest breaks, harsh acceleration and braking, uphill and downhill, weather and traffic, with average speed on each regular route over any period.Daily logA daily log records how each day on a project went, with notes, issues, materials, weather and photos. The hours come from check-ins, and a written summary downloads as a PDF.Your DocumentsThe documents your business runs on: your terms of trade or engagement, the agreements your jobs need, your policies, and the payment terms on every invoice.Progress claimsClaim a long job month by month against the lines of its contract, hold back retention, and turn each claim into an invoice.Built for youDescribe your business at sign up. The assistant researches how businesses like yours run and builds your workspace, and you change it afterwards from Our suggestions.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.App languageA company in Vietnam can choose English or Vietnamese for everybody who works in it, on the web and the phone.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 who gets the company's notifications and who hears about each matter, which events notify you in the app, by email and by push, and what a notification says.Role based accessGive each member a company role, and hand one permission to a team, a team leader or a person. Custom roles add extra capabilities, and you can 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.Diract MailDiract Mail is a free inbox at mail.diract.io for Gmail, Outlook or any email account with IMAP or POP3. Projects, tasks and the rest of the workspace start with a 14 day free trial.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, read and answer email in Diract, and file a conversation to a matter so every connected inbox shows its label.Email reply alertsPick a reply deadline for a staff member, and a report twice a day lists every email to them from outside the company that has had no reply by then.Email campaignsDraft a marketing email, choose who gets it, and have an admin send it. Every email carries an unsubscribe link.AI controlsTurn the assistant off for the company, choose which data it can read, and give it standing instructions.Automated decisionsThis page lists the Diract features that decide something about a person, and the personal information each uses. You can adapt our text for your own privacy policy.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.Check pay against the awardSee every staff member's pay next to their award classification or the national minimum wage, in one list, and fix the ones that fall short.Plan staff routesPut each person's jobs for a day in driving order with drive times and a map, change the order by hand, and send the run to their phone.
Law firms
AML/CTF trainingSend AML/CTF training to your staff, have each person read your firm's own program and pass a quiz, and keep a certificate and a register you can show AUSTRAC.VOI and AML checksSend your client a link to verify their identity on their own phone and to fill in and sign the AML onboarding form, review what comes back, and keep a report, with every document stored encrypted.Quick GlancePick a view, read what needs you first, check trust and unpaid invoices, 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.Controlled moneyReceipt, deposit, pay out and list money a client has directed you to hold in an account of its own, under rules 61 to 64 of the Uniform General Rules.Powers and estatesRecord each power and estate your practice or its associates act in for trust money, with the particulars rule 60 of the Uniform General Rules asks for, and print the register.InvestmentsRecord each investment your practice makes with trust money for a client, with the particulars rule 59 of the Uniform General Rules asks for, the interest and repayments on it, and print the register.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
Supplier invoicesPhotograph supplier invoices and delivery dockets, forward them by email, scan your mailbox for them or bring bills in from Xero. Diract reads each one into its supplier, number, date and total, and compares this week's spend with last week's.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.Pay reviewEach person's hours for a pay period, corrected where they are wrong, then sent to Xero as a timesheet.Run PayWork out one period's hours, tax, super and net pay for every employee, then write each of them a payslip.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.