How to Send Secure Messages to a Client’s Portal
From the case details page, navigate to the Communications tab.
Click the New Message button.
In the Send To field, start typing the recipient's name (e.g., Otto Hubbard) and select their name from the Contacts.
Optional: You can send a global message to All Contacts and Firm Users with an active client portal.
Type a Subject and add your message.
Click the Send Message button.
How the Client Receives and Replies via the Client Portal
The client receives an email informing them they have a secure message from MyCase.
They must click the button in the email to go to their client portal and log in to view the message securely.
Once logged in, they can read the message and reply.
The client's reply will appear in their Messages tab, allowing them to continue the conversation.
