Emails
Email sits inside the practice-management system so client correspondence attaches to the matter instead of living in one person's inbox.
Email and internal messaging
Two separate things share this part of eFirm. Email connects your mailbox to the platform: send, receive and manage messages from inside HAQQ, with every message linked to the right contact and matter. Internal messaging is the Messaging panel behind the chat icon in the top bar, for direct messages and group conversations between team members. They are deliberately not the same channel.
- Email sits inside the practice-management system so client correspondence attaches to the matter instead of living in one person's inbox.
- Until an inbox is connected, this is what the module shows. Connecting is done per person, not once for the firm.
- Mail and calendar come across on the same authorization, over a connection the firm controls.
- Once connected, messages send and receive from here and link themselves to the right contact and matter.
- Internal messaging is deliberately separate from email. Quick questions go here; anything that needs a record goes to the matter as email, a note, or a task comment.
Connecting a mailbox
Until an inbox is connected, the module shows the connection prompt and nothing else. Connecting is done per person, not once for the firm — an administrator enabling the workspace-level Microsoft 365 integration does not connect anybody's mailbox for them. Each member connects their own account, the same way they connect their personal calendar from User Settings → Microsoft Integration.
Mail and calendar come across on the same authorisation, over a connection the firm controls. So a member who has already connected for calendar sync has, in the same step, authorised the mail side. The workspace-level integrations are described on Legal Market.
What happens once connected
Messages send and receive from inside eFirm and link themselves to the right contact and matter. That is the point of the module rather than a convenience: correspondence on an engagement stops being personal property, and a colleague picking the matter up finds the thread on the matter rather than having to ask for a forward.
Internal messaging
The Messaging panel supports direct messages between team members and group conversations. Create groups for deal teams, practice groups or office-wide channels. When a deal closes the group can be left in place as a historical record of the team's communications rather than deleted.
Which channel for which message
| The message | Where it goes | Why |
|---|---|---|
| A quick internal question | Messaging | Fast, and nothing is being decided |
| External client communication | Email, linked to the matter | It is correspondence and belongs on the engagement |
| A status update that needs a record | Matter notes | It should survive on the matter, not in a thread |
| Task-specific instructions | Task comments | It belongs to the work item somebody is doing |
| A document for review | Matter → Files tab | Version-controlled, linked to the matter, and indexed by the AI |
Where to go next
See who a thread files against in Contacts, what it attaches to in Legal Matters, and where a shared file should live instead in Documents.