Client Portal Messaging

Communicate directly with clients through the Firm360 portal, allowing your entire team to view messages on a central dashboard. This ensures everyone stays informed and prevents client requests from being overlooked when an employee is out. Client portal messaging is secure, and you can easily delegate tasks or respond to requests directly from the message.

Clients will receive an email notification with a link to access their portal when they have a new message.

• For individual clients, both the Primary Contact and Spouse will receive messages.
• For other entity types, only the Primary Contact will receive messages.

You can also automate messages within project templates when a project reaches a specific status.

Important Note: Each message has a 575-word and 65,518-character limit.

Client Messaging - “Messages” Tab Within Client

1. Clicking the “Messages” tab will take you to the screen above.
2. You can:
   • View the Inbox
   • Sent messages
   • Trash
3. Search through messages by using the search bar on the left.
4. Select Messages to Access Bulk Options
   
5. Compose a New Message
6. Action Items
   • Create a Task from Message
   • Create a Document from Message
   • Mark Read/Unread
   • Mark as a ToDo/Mark as Done

The popup below will appear for you to create the task, giving you the option to tie the task to a project. (Note: whatever is populated in the “Name” bar will appear as the task name.)

(See below how the task will appear)

Client Messaging - Client Portal View

Below is the “Dashboard View” of the Client Portal. Unread messages will appear here. Bold means 'unread' and not bold means 'read'.

Below is the view from the Client Portal “Messages” tab.

1. Clients can filter messages by individual and other entity types that they are related to. They will also be able to navigate between their inbox, sent messages, and trash found on the left side of the screen.
2. Clients can compose a message by clicking the blue “Compose” button. The popup window below will appear. (Note- Clients must choose an entity type to associate the message. Clients can include an attachment within the message.)

Client Messaging - Adding Attached Documents to client documents

If a client sends you an attachment, you can easily create a new document that will be stored with the rest of the client’s documents. This gives you the ability to pick and choose which documents you want to keep. 

1. To save a document, click the 3 dots on the right-hand side and then click “Create documents from attachments”. 
2. An “Upload Document” popup will appear; fill out the required fields and click “Save”. 

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Your Firm's Default Email Domain Associated With Client Messaging