Communications

The Communications tab on a matter or contact is a log of your contact with people: emails, phone calls, text messages and client portal messages.

Log a communication#

1. Open the Communications tab and click Log communication.
2. Choose the Type: email, phone call or text message.
3. On a contact, choose the Matter it belongs to, or No matter (log on the contact). An entry logged on a matter shows on the matter.
4. Pick who it was From and To. Both are optional. You can pick the record's contacts and your team members; the sender can't also be a recipient.
5. Set the Date and time, a Subject and the Body, and add any attachments.
6. Under Notify about changes, pick members to tell when someone else changes the entry.
7. Click Save.

Filter the list by type. A contact's tab also shows entries from their matters where they're a party; those are read-only there and edited on the matter.

Who you can notify#

On a matter, you can notify its assigned lawyers and staff (originating and responsible lawyers, responsible staff). On a contact, any member.

Portal messages#

When the client portal is on, messages between you and a client appear here as Portal message entries. Send one with Message in portal. Portal messages can't be logged by hand, edited or deleted. See Portal messages.

Who sees and edits the log#

Like notes, communications follow their record: anyone who can see the matter or contact sees them, and anyone who can edit it can log, edit and delete entries.