Whether you're setting it up for the first time or refining your configuration, you'll learn how to activate the debriefs module, customise settings, configure email notifications, and set up helpful prompts for your users
Enabling the Debriefs module
Before your team can start creating debriefs, you need to activate the module in your system settings.
Navigate to the journal area under Settings
Locate the Debriefs module in your list of available modules
Click on Configure
Toggle the module status to On
Refresh your instance to see Debriefs appear in your navigation menu
Renaming the module (optional)
You can customise the module name to match your firm's terminology—for example, "After Action Review" or "Post Item Wrap".
From the module configuration screen, locate the module title field
Enter your preferred name
Click Save
The new name will appear in your navigation and throughout the system
Configuring language settings
Adjust how debriefs are referenced throughout the platform to align with your firm's terminology.
In the module configuration screen, review the language settings section
Update any terminology to match your preferences
Click Save to apply your changes
Setting up email notifications
Configure how and when users receive emails about debriefs to keep your team informed without overwhelming them.
From the module configuration screen, locate the email settings section
Click Configure to view email options
Review the default status for emails
Decide whether users can change the default status themselves
Customise the email subject line and body text to suit your firm's tone
Click Save when you're satisfied with your settings
Configuring empty states
Empty states are what users see when they first access the Debriefs module. Clear, encouraging messaging helps users understand what to do next.
In the module configuration screen, select Configure empty states
Review the default language that appears when users have no debriefs yet
Edit the text to match your firm's voice and provide clear guidance
Click Save to apply your changes
Adding a page alert
Page alerts appear as banners at the top of the Debriefs module—perfect for reminding users about deadlines or highlighting important information.
From the module configuration screen, locate the page alert section
Click Add page alert
Enter your alert message (for example, "All Q1 debriefs due by 31 March")
Choose whether the alert should be dismissible by users
Click Save to publish the alert
Once you've completed these configuration steps, your Debriefs module is ready to use. You may also want to create debrief templates tailored to your firm's specific needs, such as matter close debriefs, pitch debriefs, or quarterly practice reviews. For guidance on creating templates and managing debriefs, visit the admin section of our help centre.