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Messages and documents

Talking on the record, and sending papers that are not sitting in an email account.

Open this page Reviewed 24 September 2026

Step by step

  1. Message from the matter A thread belongs to the people on it. Opening it from the case file keeps the conversation with the matter it is about.
  2. Attach papers to the thread or the file Small things — a photograph of a receipt — can go on the thread. Anything that is part of the record belongs on the case file, where it is listed as a document.
  3. Watch the unread count It sits on the menu item and on the dock. A group in the menu opens by itself when it holds something unread.
  4. Know what is not cached Documents and attachments are fetched fresh every time and never written to the device. On a train with no signal they will not open; nothing about your matter is left on a lost phone either.

Worth knowing

  • Messages are kept as part of the matter’s record. Treat a message the way you would a letter, not a chat.

Questions

Can I delete a message?
No. The thread is part of the record of the matter.
How big can an attachment be?
Large files are refused with the limit named in the error. For anything substantial, attach it to the case file rather than the thread.

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All guides Reviewed 24 September 2026