Chat

Why this matters

ImmCase chat is for quick conversation between the practice team — the equivalent of Slack or Teams but inside the CRM. Useful for urgent questions ("does anyone have the García applicant's phone?"), daily coordination ("I'm going to lunch, I'll handle case CAS118 when I'm back"), or informal strategy discussion. What it loses in complexity it gains by being one click from the case records.

Unlike comments (which live inside a record), chat is transversal: it doesn't tie to a specific applicant or case.

Get to the chat

Sidebar → Chat. You land on the list of your recent conversations.

Rooms and direct messages

There are two types of conversations:

• Rooms — thematic groups where several people talk. They can be by team ("Toronto team"), by specialty ("PR cases"), or by project ("2026 audit").
• Direct messages (1-on-1) — private conversation with a single person on the team.

Rooms are usually created by an administrator or anyone with permission. To enter a room, find it in the available rooms list and request to join (or the owner invites you).

Send a message

1. Select the conversation (room or DM).
2. Type in the text field at the bottom.
3. Enter sends. Shift+Enter breaks a line without sending.

You can:

• Mention someone with @name to notify them.
• Attach files (clip icon or drag).
• React to a message with emoji (smiley icon).
• Quote or reply to a specific message to create a discussion thread.

Presence and status

To the right of each name you see a dot:

• Green — active (the person is in ImmCase right now).
• Yellow — idle (connected but hasn't moved in a while).
• Gray — disconnected.

Useful for knowing whether it's worth writing expecting an immediate reply or sending an email is better.

Notifications

Mentions (@your_name) reach you as a notification in the top-bar bell and, if configured, by email if you've been disconnected a while.

To silence a noisy room: open the room → menu → Mute. Stops notifying you of general messages but you still receive direct mentions.

Search the chat

Search field at the top — searches by keywords inside the history of all your conversations. Useful for finding a piece of info someone shared weeks ago.

Chat vs. comments vs. email

For…	Use
Quick informal discussion during the day	Chat
Permanent note tied to a case/applicant	Comment on the record
Communication with the client	Email
Decision that must be recorded for audit	Comment or email

Watch out for

• Chat is not for permanent record. If you discussed with a colleague an important decision about a case in chat, note the decision in a case comment. If you later audit, case comments are the source; chat isn't.
• Don't talk about the client with the client. Sounds obvious but it happens when names are similar and you send a message to the wrong chat. Chat is only between the practice team, never with clients.
• Rooms with many members become noise. Limit scope: if you're going to discuss something only two people care about, use a DM.

Where to next

• Webphone — phone calls from ImmCase.
• Video calls — video meetings with clients.