Viewing Conversations
The Inbox contains correspondence between the clients and firms, allowing you to see all conversations in one convenient place. Messages are grouped together by conversation. Clients can start a conversation by sending a question on an entry.
To view conversations from your Inbox:
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Click the Navigation Toggle and click Inbox from the navigation pane. The Inbox opens, with your unread messages appearing in bold.
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You can quickly filter your conversations by clicking the following categories:
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All Conversations shows all conversations to which you have access.
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My Conversations shows only conversations that you started or participated in.
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Urgent Conversations shows conversations that the client has marked as urgent.
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Archived Conversations shows conversations that have you have sent to the archive.
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Favorites shows conversations that you have marked as a Favorite by clicking the star next to the subject line.
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To filter messages, click the search field and select your criteria using the faceted search. For example, if you want to view all conversations regarding a specific matter, click the search field, select Matters, and then select the specific matter.
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To sort the Inbox, click the column name (Subject, Firm, Who, Recent Activity) to sort conversations by that column.
You can also view all conversations for a specific matter from the Matters page or the Matters tab in Data Explorer. You can view conversations for a particular entry from the Entries list in the Data Explorer. The Conversation icons in these locations display a red circle with the number of unread messages for that matter.