One thread per client
Every client has exactly one conversation with your firm — no scattered email chains. The thread lives in two places:- Console — on the client’s profile, visible to every member of your firm. Any teammate can read the history and reply; messages show who at the firm sent them.
- Client portal — the client sees the same thread from their portal and replies there.
Attachments
Both sides can attach files to messages — the same file types accepted for case documents. Chat attachments are stored securely and stay in the conversation; they don’t automatically become case documents, so the document checklist stays curated by the attorney.Read state and email nudges
Messages are marked read only when they’re actually seen on screen — opening an unrelated page doesn’t clear the unread badge, so counts stay honest. If a message sits unread for 30 minutes, the recipient gets an email nudge:- A client who hasn’t seen the firm’s message is emailed a reminder with a link back to their portal.
- The firm is emailed when a client message goes unseen, so nothing slips during a busy day.