Client Messaging

Client conversations that actually stay organized

Real-time chat with clients, threaded conversations organized by topic, and file sharing - all inside the client portal. Stop hunting through email threads for that one approval you got six weeks ago.

Everything in one thread, not scattered across inboxes

When client communication lives inside the portal, nothing gets lost and everyone sees the same history.

Real-time messaging

Messages appear instantly on both sides. No refresh needed, no email delays. Your client types, you see it - and vice versa.

Conversation threads by topic

Keep website feedback separate from invoice questions. Threads let you and your client stay on topic without conversations bleeding into each other.

File and image sharing

Drop files directly into a conversation. Images preview inline. Documents download with one click. No Google Drive links, no attachment chains.

Message history and search

Every message is saved and searchable. Find that one decision from three months ago in seconds - no more "can you remind me what we agreed on?"

Read receipts

Know when your client has seen your message. Stop wondering if they got it. Stop following up on things they already read.

Notifications on both sides

Your team gets notified when clients message in. Clients get notified when you reply. Everyone stays in the loop without anyone having to check manually.

How it works

Messaging is built into the portal - there is nothing extra to set up.

1

Client logs into their portal

Messaging is available from day one. No extra invites, no app installs - it is right there in the portal they already use.

2

Start or continue a thread

Either side can open a new conversation or reply in an existing one. Threads keep each topic self-contained and easy to follow.

3

Both sides get notified

New messages trigger notifications so nothing slips through the cracks. Your team sees it in the dashboard, your client sees it in their portal.

Replace client email with something that actually works

Every agency says they are "responsive." Give your clients a portal where that responsiveness is visible, searchable, and on the record.