💬 Why We Recommend Using Conversations Instead of Email

If your firm is used to going back and forth with clients over email, moving that communication into Client Hub's Conversations feature is one of the best changes you can make early on. Here's why it's worth the switch.

It's more secure. Standard email isn't encrypted end-to-end and is a common target for phishing and account compromise. Sensitive documents and financial details are safer inside Client Hub's Conversations, where access is tied to the client's workspace rather than an open inbox.

Everything stays in context. A message in Conversations lives right alongside the client's tasks, files, and history — so anyone on your team can open the workspace and immediately see the full picture. Email threads, by comparison, get scattered across inboxes and are easy to lose track of.

No inbox clutter. Clients (and your team) aren't stuck digging through a crowded inbox to find the one message that matters. Conversations keeps the thread focused on that client, in one place.

Better continuity for your team. If a staff member is out, or a new team member picks up a client, they can read the full Conversations history in the workspace instead of hunting through someone else's email account.

A more professional client experience. Clients get a single, organized place to message your firm, respond to tasks, and share files — rather than juggling email chains that mix in spam and unrelated messages.

Getting started: Encourage new clients to use Conversations from day one rather than defaulting to email. If a client does reach out by email and your firm has an email inbox connected, Client Hub will automatically link that message to their workspace — but Conversations should be the primary channel you point clients toward.