Client conversations that stay with the client

Direct messages, groups and notice threads your whole firm can see — with every attachment and decision recorded against the client and case it belongs to, not lost in someone's personal WhatsApp.

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The problem

The decision is on WhatsApp. The file is not.

Which is a problem when the person who made it has left, and the assessment is under appeal.

Context lives on personal phones

The reasoning behind a position was agreed in a WhatsApp thread on someone's personal number, which the firm cannot access.

Attachments get orphaned

A screenshot of the portal that settled a question exists on a phone, not on the case it settled.

New joiners start blind

Nothing explains why a client's position was taken the way it was, so it gets re-litigated every year.

In the product

Every thread tied to a case

Start a conversation from a notice and it stays attached to that notice. Mention a colleague to pull them in with full context. Two years later at appeal, the discussion and its attachments are still there, searchable, on the firm's record rather than a personal device.

Threads linked to notices — conversation, decision and evidence all in one place, retrievable at appeal.

Firm-owned history — searchable conversation records that do not leave when a team member does.

Mentions with context — pull a partner into a thread and they see the notice, not just the message.

See it on your own data

app.taxeye.in / chat

TaxEye Team Chat with conversations linked to a client notice

Capabilities

Everything in Team Chat

Direct & Groups

One-to-one and group conversations across the firm.

Client-linked

Threads tied to the relevant client, notice or task.

Attachments

Share screenshots, PDFs and evidence inline — stored on the case.

Calls

Audio and video calls with the team, without a separate tool.

Mentions

Pull the right person in, with the case context attached.

Searchable History

Full conversation history retained on the firm's record.

How it works

Keeping the reasoning with the file

Start in context

Open a thread directly from a notice, task or client record.

Discuss

The team works it out, with attachments landing on the case as they are shared.

Decide

The conclusion is recorded where the work is, not in a private chat.

Retrieve

Years later, search the client and the whole reasoning is still there.

Where threads attach

Everything a conversation can hang off

So context is never separated from the work.

Attached to	Typical use	Visible to
A notice	Agreeing the position and who files the reply	Team with client access
A task	Clarifying scope or a blocker	Assignee and reviewers
A client	General queries about the relationship	Team with client access
A document	Questions on a specific computation or statement	Team with client access
A group	A service line or office	Group members
Direct message	One-to-one, no case attached	The two participants
A hearing	Preparation and post-hearing notes	Team with client access
Firm-wide	Announcements	Everyone

Visibility follows the permissions on the underlying record — a thread on a restricted client is only visible to team members who already have access to that client.

FAQ

Team Chat — questions answered

For internal firm discussion, yes — that is where the context belongs. Client-facing WhatsApp and email are logged onto the client's communication timeline in Client 360.

They stay. Conversations belong to the firm's record, not to an individual's device or account, so context survives a departure.

Direct messages are between participants only. Threads attached to a client follow that client's permissions, so restricted clients stay restricted.

Works with

Pairs naturally with

Client 360Every client's complete picture Practice SuiteTasks, team and billing

Get the reasoning off WhatsApp

Start free and move one client's discussion onto the firm's record.