Create or participate in conversations, add only the required participants, and file a thread to a matter when it belongs to client work. A filed conversation can open inside that matter while remaining the same Inbox record.
Conversation membership controls the thread audience; matter membership controls the wider matter.
Communication settings and surfaces govern internal and external messaging capabilities. Firm email delivery determines how system and client-facing messages are sent; notification settings determine which eligible events become email or in-app notices.
Approvals consolidates records that require an authorized decision. Open the source, review the evidence, approve or reject with the necessary reason, and return to the queue. The approval does not replace source-record permissions.