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Messaging

Channels the firm does not have to create, because they follow the structure of the firm.

Channels are provisioned from the structures that already exist: every matter gets one, every department gets one, and the firm gets one. Nobody has to remember to create a channel, and nobody ends up discussing a matter in a group chat that the person who takes it over cannot see.

Membership follows the same rule. Being on a matter puts you in its channel; coming off it takes you out. The conversation inherits the matter's permissions rather than keeping its own list.

Channels

  • Created automatically per matter, per department and firm-wide
  • Membership derived from the underlying record, so it cannot drift out of step
  • Direct conversations between staff, and with clients where the firm allows it

In the thread

  • Mentions that notify, reactions, and attachments held with the message
  • Realtime delivery over a persistent connection
  • Messages readable in the context of the matter they concern

See messaging working on your own files.