Communications
The Communications section is a single, unified log of every email and SMS on a matter — inbound and outbound — so all correspondence lives with the file rather than scattered across inboxes and phones.
The communications log
Messages are shown in Date, From, To, Subject and Message columns. An icon distinguishes email from SMS, and coloured arrows show the direction — outbound (sent) or inbound (received). The most recent messages also appear in the Recent Emails panel on the matter Overview. Click any row to open the message in full.
Composing an email
Click New Email (or + New → Email in the header) to open the compose view. The fastest way to start is to pick a Template: templates fill in the recipients, subject and body automatically, merging in the matter's data and mapping the right roles to their contact emails.
From there you can:
- Edit the To, Cc and Bcc recipients, subject and body — the body is a rich-text editor and includes your signature.
- Attach a generated Document, an existing File, or an Invoice.
- Send the email, or Download .eml to save a draft copy.
Templates are set up per matter type — see Templates — and email sending is configured in Email & SMS settings.
Sending to a group of contacts
If you regularly write to the same set of people, tag them once instead of searching each of them out every time.
Give those contacts a shared tag on the Contacts list — Trustees, say. Then type the tag name into To, Cc or Bcc. The group is offered above the individual people, showing how many of its members have an email address, and picking it adds every one of them as a separate recipient.
They arrive as ordinary recipients, so you can see exactly who is on the email and remove anyone before you send. Contacts in the group without an email address are skipped, and someone who belongs to two groups you pick is only added once.
Tip
Viewing and replying
Click an email in the log to read it in full, with its From, To and timestamp headers and the complete body. From here you can Reply or Download .eml.
Choosing Reply opens the compose view with the subject prefixed Re: and the original message quoted below. Type your reply above the quoted text and send.
Sending an SMS
Click New SMS (or + New → SMS) to text a matter contact. As with email, you can start from an SMS template, which fills in the message and the recipient's phone number. Edit the recipients and message as needed — a live character count helps you keep it short — then Send. Your organisation's SMS signature is added automatically.
Note