E-Training 007c: Messaging in The Client Portal

This article covers messaging in the Prevail Client Portal

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.

\uD83D\uDCD8 Instructions

To start a Conversation:

1. Click the 'Add Conversation' drop-down button and select the client to whom you want to send a message.

2. Enter a Title for the Conversation. The conversation is the topic of discussion, similar to the subject of an E-mail.

3. Type the message in the New Message field at the bottom of the Conversation window.

4. Click 'Send'.

Note: Your client will receive an email notifying them that a new message is available on the Portal.

To message within a particular conversation

1. Double-click on the conversation on the top left and select the conversation to which you’d like to add a message.

2. A conversation window will open, and there will be a message window where you can add a message to this conversation.

Note: When a client/prospect sends a message to the firm through the Portal, the Case Manager receives a pop-up Message in Prevail. This notification Message is linked to the actual Portal Message entry, where you can reply directly to the Portal message.

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:

1. Click 'Add'.

2. Enter a Title (topic) for the Conversation.

3. Enter the Message.

4. Click 'Send'.

To add a Message to an existing Conversation:

1. Click 'Messages' next to the appropriate Conversation.

2. Click 'Add'.

3. Enter the Message.

4. Click 'Send'.