Overview
The Lawmatics Message Center centralizes client portal messages and SMS texts into a single, organized space.
Who Can Access the Message Center?
User access to the Message Center is based on matter access levels assigned in User Management settings.
Users can only view messages for matters they have access to.
As an admin, you can define these access levels in User Management.
Access can be limited to matters owned, created, or all matters.
Users with access to all matters will see all messages exchanged in the Message Center.
Admin View: The Message Center helps track and monitor all firm-wide communications.
Navigating the Message Center
To access the Message Center:
Navigate to Message Center from the left-side navigation bar under People.
View a dashboard of all client communications, based on user-specific access levels.
Client Portal Messages
View all sent and received messages via the Client Portal.
Click the "New Message" button at the top right to send a new portal message.
Use the Message Type filter in the left sidebar to view only portal messages.
SMS Text Messages
View all outgoing SMS messages.
If using Two-Way Texting, message threads with clients will appear.
Users with Two-Way Texting can:
Send new text messages from the Message Center.
Reply to message threads directly.
Filtering Messages
Users can filter messages based on multiple criteria:
Contact-Specific Messages: View messages for one particular contact.
Message Type:
SMS only
Portal messages only
All messages
Date Filter: Sort by specific timeframes.
Message Status:
Unread messages
Read messages
Sort Order:
Newest first
Oldest first
By utilizing these tools, firms can streamline communication and maintain organized client interactions efficiently.