{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8cdb637f474d44268f7c838c0bba6c54\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8cdb637f474d44268f7c838c0bba6c54-9075fbd019be3e55.gif","duration":684.92,"title":"Mastering Client Portal Messaging in Firm 360 ✉️","description":"In this video, I walk you through the client portal messaging feature in Firm 360, highlighting how to send messages to clients and what the experience looks like for both our team and the clients. I demonstrate how to access the global client message inbox, send messages, and utilize message templates for standardization. I also explain how clients receive notifications and can reply to messages within their secure portal. Additionally, I cover how to integrate messaging into project templates to streamline communication based on project status. I encourage you to explore our Help Center for more detailed information and reach out to your team lead with any questions."}