Notes & Chats

You can use the free-flowing Notes area to document client and prospect conversation or include matter notes to a colleague.

You can add comments to notes and alert colleagues to these comments via an automated email.

The internal user chat feature allows internal messaging between firm users. For information on the chat function within the client portal, see Chat with Clients via the Client Portal.

Any firm user can create a record for a phone message and assign it to a specific user in the firm, while working in any part of the application.

You can archive or delete phone messages.