Learn how to find all Communicate Client Portal messages addressed to you and how to access them at any time.
View Messages
When you receive a message, you will receive an alert on the:
- Messages tab in Smokeball
- Message tab in your matter
- Windows taskbar
- Communicate Client Portal Mobile App
Actions you can take on each message
Messages can be reviewed and edited from the Messages tab.
- Select the three vertical dots to copy text, edit, create a task, or delete any message.
- If you receive an important message, you can choose to receive a reminder by selecting remind me. Learn more about Communicate Client Portal Reminders.
Use pins to keep tabs on your most important conversations or messages and view all pinned messages in the Pinned tab.
View files received in Messages
Select the Files tab to view all files shared in this conversation.
Select any file to get a larger view and add comments directly related to any file.
Files received through Messages will be saved to the Messages folder in your matter's documents section.
Actions you can take in a Communicate conversation
Managing a Communicate conversation is best done from within the Communicate tab in a matter.
Select the three dots icon on the top-right corner of the conversation to:
- Add or remove participants (manage participants)
- Export the conversation to a matter files list
- Pin the conversation
- Archive the conversation
If you are looking for a specific conversation or part of a conversation, use the search bar on the left panel of the Communicate tab.
Communicate messages can also be popped open to another window.
Did You Know
- Messages and files can be reviewed on the Communicate Mobile App.
- You can save files received in a message to your matter by using the print to Smokeball PDF feature.
View messages in Smokeball Boost
When you receive a message, you will receive an alert on the:
- Global Communicate View
- Your Matter’s Communicate tab
Select your matter’s Communicate tab to view conversations. Internal and external conversations are displayed on the left and will be displayed on the right side of your screen. Use the tabs on the right side to review Messages, Files, and Pinned messages.
Actions you can take on each message
Messages can be reviewed and edited from the Communicate tab.
- Select the three vertical dots to copy text, edit, create a task, or delete any message.
- If you receive an important message, you can choose to receive a reminder by selecting remind me. Learn more about Communicate Reminders.
Use pins to keep tabs on your most important conversations or messages and view all pinned messages in the Pinned tab.
View files received on Communicate
Select the Files tab to view all files shared in this conversation. You can change the file display to a list or tile view using the icons to the right of the tabs (highlighted in orange).
Select any file to get a larger view and add comments directly related to any file.
Actions you can take in a Communicate conversation
Communicate tab in a matter
Select the three dots icon on the top-right corner of the conversation to:
- Add or remove participants (manage participants)
- Export the conversation to a matter files list
- Pin the conversation
- Archive the conversation
If you are looking for a specific conversation or part of a conversation, use the search bar on the left panel of the Communicate tab.
Did You Know
- Messages and files can be reviewed on the Communicate Mobile App.