Chat with Clients via the Client Portal

Set Up Client Chat

1. From the left navigation panel, click Setup.
2. From the Setup left navigation, click Firm Settings.
3. From the tabs atop the Firm Settings screen, click Firm Preferences.
4. Scroll to the bottom of the Firm Preferences screen.
5. To the far right of the Client Portal section, click the gray OFF switch.
   The Client Portal switch turns green and ON, activating chat at the firm level.
6. From the left navigation panel, click Matters.
7. On the Matters screen, double-click the matter and scroll down to its Summary section.
8. From the tabs atop the summary screen, click Settings.
9. From the tabs on settings section, click Client Portal.
10. On the Client Portal screen, toggle the Client Portal button ON.

Use Client Chat

To chat with your client using the client chat:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to its Summary section.
3. From the tabs atop the summary screen, click Communications.
4. From the tabs on the Communications screen, click Client Chat.
5. To send a message, enter it in the message box and click the Send arrow.