Export a Conversation to your Matter

Available on Smokeball Grow and Prosper+

You can export Messages conversations to your matter’s documents section if you wish to keep an additional record of your correspondence. Follow these steps:

  1. Navigate to the Messages tab of your matter.
  2. Select the conversation you wish to export.
  3. Select the three vertical dots and then select Export Conversation to the Matter.

The conversation will be saved as a .CSV file to your matter’s documents section.

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