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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 and select the client to whom you want to send a message.
Enter a Title for 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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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