Secure Client Communication: Messaging, Files and Calls in One Matter

Short answer

Secure client communication means every message, file and call is linked to one matter and visible only to the client, the assigned professional and authorised oversight. Scattered email and chat apps make that impossible.

The problem with scattered channels

Advice sent over personal messaging apps is hard to audit, easy to misdirect and difficult to retrieve months later. Confidential documents end up in the wrong inbox.

What a matter-linked workspace provides

• Private messaging tied to the matter, with file sharing and voice notes
• Voice and video calls started inside the matter, with call history recorded
• Private document storage with short-lived access links
• Progress tracking, tasks and settlement in the same place

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Why it matters to your practice

Confidentiality is a professional duty. A single, access-controlled record shows what was shared, when and with whom — and lets you focus on the work rather than searching inboxes.

Frequently asked questions

Who can see messages in a matter?

Only the client, the assigned professional and platform administrators for oversight.

Can I share files and voice notes?

Yes, files and voice messages can be shared inside each matter conversation.

Are calls available on mobile?

Yes. Calls work in the browser on desktop and mobile while you are signed in.

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