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Module 04 of 09
CCCC

Client Comm. Command

No client ever left in the dark.

Unified client–advocate threads, matter-tagged messages, read receipts, 20-second live polling, templates, and War Room internal team chat - all in one two-pane interface.

Admin · Advocate · Client All plans
Key Capabilities
01
Two-pane messaging interface
Client list on the left, full message thread on the right. Filter by matter, unread, or message type.
02
Matter-tagged threads
Every message is linked to a matter, keeping client communication organised by case rather than buried in a generic inbox.
03
Message types
In-app message, email note, phone call log, and internal note - all in one timeline, clearly differentiated.
04
War Room team chat
Per-matter real-time WebSocket chat for the internal team. Separate from client-visible messages. Professional plan and above.
05
"Instruct Us" matter request
Clients can request a new matter directly from their portal. Lands in the admin message queue for review and conversion.
06
Read receipts & unread counts
Know when a client has read your update. Unread count badge on every matter thread.
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