Clients · Messages

Send secure matter messages

Keep client communication attached to the correct matter.

Matter messages

Open a matter and choose Messages to send a secure note to the firm. Messages stay attached to that matter so the team can keep context.

Good message hygiene

  • Use one message thread for one matter.
  • Do not include unrelated case details in the wrong matter.
  • Use documents when you need to share a file instead of pasting long text.