Team chat for your firm, kept apart from clients
Talk about the work without the client in the thread.
Ask a colleague about a client’s return without wondering who else can read it. Internal channels keep the firm’s conversation next to the work, so answers stop getting lost in personal texts and side apps.
Solo Pro: $0 for 6 months, then $39.99/month
Included in: Professional plans
What it does
Internal chat per firm and per client engagement, separate from what the client sees.
The client is not in the room
Internal channels are separate from client messaging, so staff can talk plainly.
Per firm and per engagement
General channels for the practice, plus channels tied to a project.
It stays with the work
Discussion sits beside the engagement rather than in a general-purpose chat tool.
How it works
How team chat works
- 1
Create a channel
For the firm, or for a specific project.
- 2
Bring the right people
Members of the firm, not the client.
- 3
Keep the thread with the job
Conversation stays attached to the work it is about.
The details
Team chat, in detail
Project channels fill themselves
Create a channel for a firm project and the project’s members are in it. Firm owners, admins and seniors are added to every project chat automatically, so a reviewer never has to ask to be invited.
Every channel about a client
Open a client and see all the internal team channels about that client in one list. The history of a difficult engagement is in one place when someone new on the team picks it up.
Mentions, reactions, files
@mention a colleague to pull them into the thread, react to a message instead of replying “thanks”, and attach the file the conversation is about rather than describing it in three paragraphs.
Firm-wide channels too
Not everything belongs to a project. Create firm-wide channels for the office, the season or a service line, each with a name, an optional description and the members you choose.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Team chat comes with the pro plans
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Team chat questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.