Secure messaging
Keep client communication and internal discussion in the right place: every message is tied to a matter, internal notes stay internal, and supervisors can monitor unanswered client messages.
Client messaging
Clients message their case officer through the portal; replies are tracked.
Internal chat
One-to-one, department, case and supervisor channels for the team.
Oversight
Supervisors see unanswered client messages and can route them.
Confirmation
External / client-facing messages require confirmation before sending.
Built for how firms actually work.
- ✓ Message states: sent, delivered, read, replied, flagged, closed
- ✓ Absent case officer → route to supervisor or team inbox
- ✓ Attachment limits and file-type checks
- ✓ Announcements to the whole firm
Why it matters
Client and internal messaging that is always linked to a matter — with supervisor oversight.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
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