Talk to clients in the Inbox

Find the conversation

Open Inbox for the conversation overview, or open Inbox within a client to focus on that client.

Check the active filters. Regular conversations are open or archived. A Done filter, where offered, applies to completed review workflows. In the firm overview, Mine can limit the list to clients assigned to you; All shows the broader list.

Read the context and reply

1. Open the conversation and check the client and subject.
2. Read earlier messages and any attachments.
3. Write your reply in the message field. Attach a file if needed.
4. Send and check that your message appears in the conversation.

The client sees the conversation in the AirBill app. Treat it as a client conversation, not an internal firm note.

Keep your overview tidy

You can archive a conversation and find it later using Archived. Archiving does not delete it.

Looking for a review workflow or other work with a task status? Open Tasks. Those workflows have their own overview.