Portal messages

Portal messages are a secure way to talk to clients without email: the message stays in Mattersimple, and the client is only emailed that there's something to read.

Messages from clients#

A client writes from their portal's Messages page, either in a general conversation or about one of their matters. Messages appear on the Communications tab of the contact, or of the matter they're about, as Portal message entries.

Who is notified:

• A message about a matter notifies the matter's assigned lawyers and staff.
• A general message notifies the firm owner and members with the Manage portal accounts permission.

Replying#

On the Communications tab of the contact or matter, click Message in portal, write your Message and click Send. The client must have active portal access.

Good to know#

• Portal messages can't be edited or deleted, by you or the client.
• They can't be logged by hand: use Message in portal.
• Clients see messages as plain text, only in conversations they're part of.