Messaging & Collaboration
Firm conversations that stay inside the firm.
Teams, channels, direct messages and huddles built into Firmlytics, next to the client work and documents people are talking about, instead of in consumer chat apps.
- Module
- PE-02
- Used by
- Everyone in the firm
- Lives with
- The firm’s own data
- Package
- Core platform
Capabilities
What Messaging & Collaboration does.
01
Teams and channels
Organise conversation by practice group, office or client team.
02
Direct messages
One-to-one and group messages between colleagues.
03
Huddles
Quick voice huddles without leaving the platform.
04
Notifications and approvals inbox
One inbox for approvals and notifications across modules.
Wisp in Messaging & Collaboration
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Create a channel for the Acme engagement and add the team.”Channels
- “Post the workshop outcome there.”Messages
Connected
Same data, one step away.
Used by
Firms that rely on it most.
Questions
Messaging & Collaboration: common questions.
Where are messages stored?
Inside the firm’s Firmlytics workspace, alongside the rest of its data.
Now onboarding firms for 2026–27
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.