Compose once. File nowhere. Replies go to the client record.
A rich email composer inside every client page — templates, attachments, signature, rich text. Forward your firm's existing inbox into your unique inbound address and every client email auto-attaches to that client's communications thread. Replies route back to your inbox so clients keep talking to you, not us.
Rich-text composer
Same ProseMirror editor as filenotes — headings, lists, links, formatting. Paste without losing structure. Your outbound mail looks professional.
Template picker inline
Pick from your org template library, substitute client variables, hit Send. Or save a new template from a message you just drafted.
Attach from client documents
Attach directly from the client's R2-stored documents. No download-then-upload loop. Every attachment is audit-logged.
Forwarded mail auto-matches
Set a Gmail/Outlook/Fastmail forwarding rule once. We detect the original sender from the forwarded headers, match by email address to one of your clients, and drop the message on their thread. Unmatched mail lands in Operations > Inbound Mail for triage.
Thread lives on the client
The outbound and inbound messages both land in communications — a single timeline of the whole conversation. No Outlook, no shared inbox.
Harper drafts + polishes
Ask Harper to reply to the latest inbound, draft a chase-up, or re-tone a response. You approve every send.
Audit + retention
Every message retained for 7 years (compliance-configurable). Raw email archived encrypted with full MIME, attachments, headers. Org-isolated by your unique inbound address — no cross-firm leakage.
Inbox is CRM, triage is Operations.
Every matched conversation lives on the client detail page — agents never leave the case. Unmatched mail goes to Operations › Inbound Mail where admins assign or archive.