In Cosmolex, we have a secure way of communicating with clients via instant messaging via client portal for a matter.

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