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Use the Inbox and Messages

What does this do for me?

The inbox collects communication threads linked to matters. Send and receive messages with clients through the portal.

1. Open the inbox

Open Inbox in the navigation. The inbox lists communication threads for matters you have access to. Each thread shows the matter name, the other participant, and the latest message preview.

2. Read and reply to a thread

  1. Open a thread to see the full message history.
  2. Type your reply in the message input at the bottom.
  3. Choose Send. The message is delivered through the client portal.

3. Start a new thread

  1. Open Inbox.
  2. Choose New message.
  3. Select the matter and the recipient.
  4. Enter the message subject and body.
  5. Choose Send.

4. Notification templates

Legal Hub uses notification templates for automated messages such as invoice reminders and appointment confirmations. Open Settings, then Notification templates, to review and manage templates.