Communication

Feature

Description

Email Composer

Draft and send emails directly from a matter using attachments, CC, and BCC fields.

Email Templates & Dynamic Merge Fields

Create reusable email templates with dynamic merged fields that auto-populate with matter details.

SMS & SMS Templates

Send and receive client text messages directly inside a matter using pre-formatted SMS templates

Communication Logs

Centralize all firm-wide emails, texts, and calls into a shared, transparent matter history.

Role-Based Messaging

Automatically format and route messages based on an entity's specific role in a matter.

Preferred Client Email

Set a primary email address for contacts per matter to ensure all correspondence reaches the correct inbox.

Gmail Integration

Sync communications directly from your Google Gmail inbox.

Outlook Integration

Sync communications directly from your Microsoft Outlook inbox.

Department-Based Channels

Automatically creates department-based channels on user-created departments

Transaction-Based Channels

Creates a dedicated channel linked directly to a specific financial transaction.

Matter-Based Channels

Creates a dedicated channel linked directly to a specific matter.

Public & Private Channels

Supports both public and private group channels.

Direct Messaging

Supports private, one-on-one messaging between users.

Mentioning Users & Channels

Allows users to tag specific users or channels to trigger a direct notification.

Mentioning Matters & Entities

Allows users to tag specific matters to trigger a direct notification to a matter, and entities to link directly to the Person's Profile page.

Saving, Pinning, & Searching Messages

Provides native tools to save messages for personal reference, pin key posts, and query past message history using keywords and filters.

Audio & Video Calls

Supports real-time voice and/or video conferencing and the ability to broadcast your desktop or application screen to other participants.

File Upload

Upload and share documents, images, and media directly within channels.

User Privacy

Direct messages cannot be read by other users or colleagues within the firm.

Encryption

Secures message and file data in transit and at rest, or utilizes end-to-end encryption to ensure only authorized recipients can read the content.

Cross Posting

Post simultaneously in multiple channels if you tag a user, matter, or channel.