Messaging your Clients with the Client Portal

Modified on Mon, 03 Jul 2023 at 06:27 PM

The portal messaging system allows you to send and receive chat messages with portal participants. This article will walk you through the steps to effectively use the portal messaging system. Additionally, we'll cover setting status messages and receiving portal notifications.

Portal Messaging

The portal messaging system provides a robust platform to send and receive chat messages with portal participants. It enables clear and direct communication with clients and other stakeholders involved in a matter.

To send a message simply,

  1. Navigate to the portal in a matter

  2. Select the user you would like to send a chat message to

  3. You will see a Portal Chat section. Here, you will be able to see all of the chat history with that user

  4. Compose your message in the box that says “Enter message” and click “Send”



Display Current Status

 To keep clients informed about the progress of their matters, you can set a status message visible under the "Status" tab. By checking the box when sending a message, it will appear both in the message list and as the current status message. This feature ensures that clients have instant access to the latest updates.



Email notifications are automatically sent to the assigned user of a matter when clients send messages or upload documents. These notifications serve as important reminders, allowing you to promptly respond to client activity. 


Additionally, there is an alert bar at the bottom of your Actionstep page labeled "Portal Chat". This creates notifications each time the client portal chat is updated. These notifications are exclusively visible to the assigned user, minimizing the chances of missing critical updates.

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