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Client Digital Thread

Every touchpoint with a customer on the Digital Customer Rail, newest first, across all attorneys.

Amber says…

A note tied to this customer. Restricted by default, so only Admin and Operator roles can read it.

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Only available when visibility is Team. Restricted and Private notes are never shown to agents.

Comms Tracker Timeline

Newest first · 1 is most urgent, 9 is informational only