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

• Maria R.
  2m ago
  Thanks — can we schedule a call?
• James T.
  1h ago
  Sent hire request follow-up

How it works

1. A 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. Open Messages from the attorney dashboard sidebar.
3. Select a conversation tied to a case or proposal to view the full thread.
4. Reply to client questions, follow up after a hire request, or share next steps.
5. Messages 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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