DarkLion has a built-in secure messaging system for day-to-day client communication. Clients can message from the desktop portal, and supported notification emails can route replies back into the same DarkLion thread.

How It Works

  • Clients send messages from their desktop portal, or reply to supported notification emails. They see a chat-style interface when using the portal.
  • Staff see all client messages in the shared Messages inbox. Threads from all clients come in here.
  • When a client sends a message, the thread flips to Open status and appears at the top of the staff inbox.
  • When staff reply, the thread flips to Waiting (waiting for client response).
  • When the conversation is done, staff mark it Resolved and it moves off the active inbox.

Thread Statuses

  • Open — Client sent a message; needs staff attention
  • Waiting — Staff replied; waiting for client
  • Resolved — Conversation complete; archived from inbox

Internal Notes

Staff can add internal notes to any thread — visible only to staff, never to the client. Useful for leaving context for teammates.

Client Notifications

When staff send a message, the client gets an email notification with the message preview and clear next steps. They can reply directly to supported emails, or use a desktop or laptop if the action requires the client portal.

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Every message thread is also visible on the Person's or Company's Communication tab in the CRM. Staff don't have to go to the Messages inbox to reply — they can reply directly from the client's record.