💬 Using Messages on the Client Hub Mobile App
Last Updated: October 2026
The Messages tab in the Client Hub mobile app makes it easy to communicate with your clients. Messages appear in a continuous conversation, so you can easily follow discussions without searching through emails.
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📥 Viewing Messages
- Go to the Messages tab at the top of the screen
- All communication with your clients appears in a single conversation view
- Newest messages appear at the bottom, so the latest updates are always in view
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📝 Sending a Message
- Type your message in the text box at the bottom of the screen
- Tap Send to deliver your message
- Your client will see it instantly in Client Hub
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🔁 Replying to a Message
- Long press a specific message, then tap Reply to respond directly
- The original message will be copied into your reply for context
- Your reply will then appear in the conversation
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📎 Sharing Files in Messages
- Tap the paperclip icon to attach a file to your message
A Select a source menu will appear with these options:
- From Camera — take a new photo
- From Gallery — select a photo already saved on your device
- From Files — choose a document from your phone’s storage
- Scan Documents — use your camera to scan and upload a document
- Cancel — close the menu without uploading
The file will appear in the conversation so your client can access it right away.
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👆 Message Actions and Reactions
You can interact with messages using gestures, similar to the web experience.
Long press a message to open message actions. You’ll see these options:
- Reply — respond directly to the message
- Copy — copy the message text
- Create Job — create a job from the message
- Pin message — pin the message in the conversation
- Mark as unread — flag a client’s message as unread (see below)
To work with reactions:
- Tap and hold on a reaction to view all reactions in a modal
Tap a reaction:
- If it’s your reaction, it will be removed
- If it’s someone else’s reaction, you’ll add the same reaction
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🔖 Marking a Client Message as Unread
Firm Users can flag a client’s message as unread to come back to it later. This is a personal reminder, so it only changes your own unread status and does not change anyone else’s read receipts.
- Open the client workspace and go to the Messages tab.
- Long press the client’s message.
- Tap Mark as unread.
When you switch to a different client workspace, a message bubble appears next to the client whose message you marked. The bubble stays until you read the message again.
📝 Please note: Mark as unread is available to Firm Users and only on messages from a client. If you don’t see it, log out and fully close the app, then open it and log in again. You may need to do this twice before the update shows up.
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👁️ Read Receipts
Client Hub allows you to see when your message has been viewed by a Client User or team member.
Read receipts (also referred to as Seen by or Viewed by) are accessed directly from your message.
To view read receipts:
- Swipe your own message to the left
- A modal will appear showing who has seen your message and when it was viewed
💡 Read receipts indicate that a message has been viewed. They do not indicate that a reply has been sent.
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🔔 Messages vs Notifications
Messages and notifications serve different purposes:
- Messages are the actual conversation between you and your client
- Notifications alert you when new activity occurs
On mobile:
- New messages appear instantly in the conversation
- If notifications are enabled on your device, you’ll receive a push notification when a client sends a message
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✨ Summary
For the best experience:
- Use Messages to communicate with clients in real time
- Use Read Receipts to confirm when messages have been viewed
- Use Mark as unread to flag a client’s message you want to come back to
- Use attachments to share files directly within the conversation
- Use reactions and message actions to interact quickly
Using Messages on the mobile app helps you stay connected and responsive while managing client communication on the go.