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Attorney product guide

Onboarding, docket search, marketplace proposals, messages, appointments, and contracts — step by step.

6 min read

Messages

Communicate with clients from one inbox. Conversations start when a client engages with you.

Attorney messages

Messages
M

Maria R.

2m ago

Thanks — can we schedule a call?

J

James T.

1h ago

Sent hire request follow-up

How it works

  1. 1A client must first engage with you — for example by sending a message from your proposal, booking a meeting, or submitting a hire request — before a conversation appears in Messages.
  2. 2Open Messages from the attorney dashboard sidebar.
  3. 3Select a conversation tied to a case or proposal to view the full thread.
  4. 4Reply to client questions, follow up after a hire request, or share next steps.
  5. 5Messages stay linked to the matter so context is always available alongside proposals and dockets.

Good to know

  • Clients cannot message you until they engage from a proposal or related case action.
  • New activity from clients appears in your Messages inbox.
  • Use Messages alongside Marketplace and My Matters to keep every case moving.

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Also see

Client guide

Marketplace cases, proposals, appointments, and hire requests.