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Note: The client must log in to the Portal for the first time before you can send Messages to them. Prior to the first login, the 'Add Conversation' button on the Portal tab in Prevail will be inactive.
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Instructions
To start a Conversation:
Click the 'Add Conversation' drop-down button and select the client to whom you want to send a message.
Enter a Title for the Conversation. The conversation This is the topic of discussion, similar to the subject of an E-mail.
Type the message in the New Message field at the bottom of the Conversation window.
Click 'Send'.
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Note: Each Prevail user can choose to display Portal Messages Sent and/or Portal Messages Received on the History tab (in addition to the Portal tab) by clicking 'Options' in the upper-right of the History tab.
To start a new conversation:
Click 'Add'.
Enter a Title (topic) for the Conversation.
Enter the Message.
Click 'Send'.
To add a Message to an existing Conversation:
Click 'Messages' next to the appropriate Conversation.
Click 'Add'.
Enter the Message.
Click 'Send'.
Updating Client Information in Client Portal, Document Exchange in Client Portal, Client Portal Matter Status, Client Portal Setup and Use