Service
Secure client communication
Encrypted messaging with clients and designated parties inside each virtual file-reducing email risk and keeping context with the matter.
Key elements
Keep conversation inside the file
Messages stay tied to the matter so the team keeps context and reduces exposure to email-based impersonation and tampering.
Client file-linked messaging
Communicate with clients and designated parties inside the virtual file-keeping the full history in one place.
- Client file-linked messaging
- Designated participant access
- Reduced phishing surface area
Thread · MAT-187
Encrypted
In-file
Client
Staff
External (invite)
Access list
Designated
Role-aware
| Name | Role | Access |
|---|---|---|
| Client user | Client | View + reply |
| Case handler | Staff | Full |
| Third party | Invite | Limited |
Clarity for the team
When messages, documents, and workflow steps stay together, handovers are easier and communication stays consistent.
- Faster handovers
- Reduced “lost context”
- File-complete auditability
Attachments inside the file
Share documents in the thread without emailing sensitive content around-keeping everything tied to the matter.
- File-linked attachments
- Reduced email exposure
- Consistent audit trail
Recent files
Stored
Traceable
| Client file | Type | Status |
|---|---|---|
| Signed-agreement.pdf | Uploaded | |
| ID-document.jpg | Image | Uploaded |
| Bank-confirmation.pdf | Pending |
See secure messaging in action
Book a walkthrough to see how CaEFT keeps communication inside the file and reduces email risk.