Message your firm

What it is for: talking to your firm securely, without email. Everything stays attached to your account so nothing gets lost.

Steps

1. Open Messages from the menu.
2. To reply, open the conversation and type your message.
3. To start a new topic, choose New message, add a subject, and write your note.
4. Send it. Your firm is notified, and their reply appears in the same conversation.

Good to know

• You will see a badge when you have unread messages.
• If you work with more than one firm, you only see conversations for the firm you are currently in.