Messaging clients from the firm side

Client messages in the side menu gathers client conversations through the portal, with a counter of unread messages.

The inbox

• All and Unread filter the conversations; each client has one conversation, newest first, and unread ones are in bold.
• Open a conversation to read it; the client's messages are marked Read when you open it.
• A client's messages go to the lawyer responsible for the matter they mention, otherwise to the owner and partners, as an in-app notification and an email.

Replying

1. Type in Write a reply… (up to 5000 characters).
2. Pick the Matter if the message is about one (this client's matters only), otherwise No matter.
3. Pick a document under Attach a shared document if you wish; the list shows only documents shared with them.
4. Press Send ("Message sent." appears).

The client gets an email saying there is a new message without its text ("the message text is not put in the email"), and no more than one email every 10 minutes while your messages are unread on their side. The client sees "Read by the firm" when they open it.

When I can't message

• "The portal is off for this firm": turn it on.
• "This client's portal access is not active" or "This client has not accepted the invitation yet": no conversation until they accept.
• "That document is not shared with this client" or "That matter does not belong to this client".
• Accountants do not see the messages inbox.