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Client Messaging

Message back and forth with clients directly within Firm360. Using this unique feature will allow your entire office to see messages back and forth with all clients keeping everyone on the same page and avoiding things slipping through the cracks when an employee is out on vacation.

  • Client Messaging
  • Client Portal Messaging
  • Client Messaging - Client Portal View
  • Messaging - Global Message Dashboard
  • Client Messaging - Client “Messages” Tab
  • Client Messaging - Message Templates
  • How to Forward Emails to Firm360 Using <subdomain>@mail.myfirm360.com
  • Firm360 Client Messaging Firm Email Address
  • Client Messaging - Adding Messaging into Project Templates
  • Client Messaging - Messaging within Projects
  • Client Messaging - Move Message Attachments to Client Documents
  • Client Messaging - Messaging Notifications and Managing
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