Client talk on personal WhatsApp?
Keep it in the matter’s channel.
Every matter gets its own channel, readable only by people who can open the matter, plus invite-only groups and direct messages. Mention a colleague, reply in a thread and save a decision to your notes.
- Deal negotiations
a redline debate→one matter thread
@mentionThreadSaved to notes
- Hearing prep
scattered phone chats→one matter channel
Matter team onlyFilesSearch
- Client documents
files sent in chat→matter documents
AttachFile to matter
- Practice groups
long email chains→one group channel
Invite-onlyTopicMute
What Chat does.
A channel for every matter
Who can read it follows the matter’s access, checked on every request. Add someone to the matter and they are in the channel; remove them and they are out.
Groups and direct messages
Invite-only group channels with their own admins, and direct messages with up to 8 people that always reopen the same conversation.
@mentions and unread counts
Mention a colleague to notify them, and unread counts show where you are needed. Per channel, choose every message, mentions only or nothing, or mute for a while.
Threads and reactions
Reply in a thread to keep the channel readable, or react to a message instead of replying.
Files, filed to the matter
Attach up to 5 files of up to 25 MB each. A matter manager can file an attachment straight into the matter’s documents.
Save a message to Notes
Save any message into one of your notes, with who said it, in which channel, when, and a link back to it.
Share a note
Post a snapshot of one of your own notes into a channel for the team to read.
Search every conversation
Search messages across all the channels you can read, or within one.
Edits on the record
You can edit or delete your own message for 15 minutes after sending, and every edit and deletion is kept in the message history.
How it works.
- 1Open the matter’s channelEveryone on the matter is already a member.
- 2Discuss and mentionPull in the right colleague with an @mention, or reply in a thread.
- 3Keep what mattersSave the decision to your notes, or file an attachment to the matter.
Enquiry to invoice: intake, conflicts, clients, tasks, time and billing.
See all 33 appsMove your next matter discussion into Chat.
Start a 7-day free trial, or see Chat on one of your own matters with our team. Every plan includes every app.