Overview
Secure Portal Messaging is a secure and easy way for you to communicate with your clients directly via the client portal.
If you are the client of an attorney, who has received a portal invitation, you can click here to learn more about using Docketwise's Secure Portal Messaging from within your client portal.
Contents
Creating a new Secure Portal Message
In order to start creating a new conversation with secure portal messaging, you will need to follow the steps below:
Click the Create New ▼ button
Select the Message Option
Choose the Secure Portal option
Select the contact to whose portal the message will be sent
Enter your message subject and content or import a message template
Click the Send Message button
After the message is sent, the client will receive an email notifying them that they have a secure message awaiting them in their client portal.
Note: A client must first have a client portal activated in order to receive a secure portal message.
Responding to Secure Client Messages
As soon as a client responds to the message, you (the sender of the message) will receive an in-app notification about the client's response.
In order to see the client's response, you can either click on the notification or click on the message from the Message index.
Once here, you can view the entire chain of correspondence as well as leave an additional reply.
After the reply is sent, the client will receive an email notifying them that they have a secure message awaiting them in their client portal.
Secure Portal Messaging Notifications
Notifications are sent to the parties involved when a new portal message is sent/received. See below for more detail on how these notifications will work:
A client starts a new message thread:
Depending on the option selected under your account's Notification Settings, the following parties will receive an in-app and email notification
Only the client’s assignees
The client’s assignees and the owner
All members of the firm
No one
A client responds to an existing message thread:
All members of the firm/account will receive an in-app notification
A client is sent any secure portal message:
The client will receive an email notification to their email address associated with their client portal
Viewing and Sending Secure Messages as a Client
After sending the client a secure portal message, they will receive an email notification, prompting them to log in to read the message:
After logging in to their client portal, your client may view all messages received and reply to these messages directly and securely from their client portal.
Starting a New Secure Message Thread as a Client
After logging in to their client portal, your client can start a new secure message thread by navigating to the messages tab and clicking on the Create New Conversation button.
