To set this up, make sure client portal is turned ON Under Setup > Firm Preferences, and on matter details page > Client Portal Tab.
- Once this is done, go to Matter Page > highlight matter
- Click Details
- Go to Matter details page > Click Client Chat Tab
Here you can type a message to a client and click send.
- In client portal, on the right-hand side click message icon as shown below:
At the top right-hand side of the page is a message icon where you can view new messages from the firm.
- To send a message, type in the message field and then click Send.
Note: Only permitted users can view and send messages for a matter that has Client Portal Turned On.
To Restrict users message access via client portal for a matter, Click HERE.