Client portal
๐ฌMessaging your team
Direct line to Lorenzo, Xzavier, and the rest of your specialists.
Where to find it
Sidebar โ Messages, or tap 'Message' on any team card on your dashboard. On mobile, the Messages tab is in the bottom nav.
How messaging works
Every message is shared with your full team โ Lorenzo, Xzavier, and any assigned specialist. This is by design: if the person you'd normally text is off, someone else on the file replies. You never wait on one person.
Real-time everything
- Messages appear instantly via secure server-sent events โ no refresh needed
- Each bubble shows the sender's photo, name, and title so you always know who's replying
- Green pulsing dot next to a team member = they're online right now
- Timestamps are always in your local time zone
Pro tips
- Press Enter to send ยท Shift+Enter to add a new line
- Screenshot something confusing โ pasting an image is often faster than describing it
- Ask for a callback in the message and Xzavier will book a Meeting on your behalf
Tip. Response time expectation: within 4 business hours, usually faster during business days.