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    3. /Email Integration and Communication

    Email Integration and Communication

    Connect your email to HAQQ - log client communications, attach emails to matters, and keep all firm correspondence in one place.

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    Email & Messaging

    Email and Internal Messaging

    HAQQ's email integration connects your email account directly to the platform. Send, receive, and manage emails from inside HAQQ - with every message linked to the right contact and matter. Internal communication happens via the Messaging panel (top bar chat icon) with direct messages and group conversations.

    The Emails screen in eFirm before an inbox is connected, offering an Outlook connection, beside the internal messaging panel with a direct message and a group conversation.
    1. 1Email sits inside the practice-management system so client correspondence attaches to the matter instead of living in one person's inbox.
    2. 2Until an inbox is connected, this is what the module shows. Connecting is done per person, not once for the firm.
    3. 3Mail and calendar come across on the same authorization, over a connection the firm controls.
    4. 4Once connected, messages send and receive from here and link themselves to the right contact and matter.
    5. 5Internal 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.

    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 team communications.

    When to Use What

    Quick internal questions: Messaging. External client communication: Email (linked to the matter). Status updates that need a record: Matter notes. Task-specific instructions: Task comments. Document sharing for review: Matter > Files tab (version-controlled, linked to the matter, indexed by AI).

    Summary

    Email linked to matters and contacts, plus internal messaging with direct and group channels - all inside the platform.

    What's Next

    Client and Contact ManagementMatter ManagementFirm Settings and Customization
    Try it without signing upOpen eFirm