The inbox
Email, texts, calls, and notifications in one place, with everything matched to the client it belongs to.
Every conversation with a client in one place, attached to the client rather than scattered across four people's mailboxes.
Where to find it
Four channels
Email, SMS, Calls, and Notifications, selected across the top.
They're separate because they behave differently, but everything lands against the same client record — so a client's history is one story regardless of how each part of it arrived.
Matched and unmatched
Incoming mail is matched to a client automatically where LedgerOS can work out who it's from.
The Clients and Other scopes split the list accordingly. Clients is your working view. Other is everything that couldn't be matched — new prospects, vendors, and the client emailing from an address you don't have on file.
Worth checking Other periodically. An unmatched thread from an existing client usually means a second address you should add to their contact record, and adding it fixes the matching from then on.
Filters
All, Inbox, Sent, and Unread.
Scope and filter are independent, so Clients plus Unread is a valid combination and is the view most people want first thing.
Turning a call into time
Calls have an action most firms miss: Convert to time entry.
Log the Minutes, add a Description of what the time was spent on, and mark it Billed or not. The entry lands as time against the client.
This is where a meaningful amount of unbilled work usually hides. Twenty minutes on the phone is real work, and reconstructing it at the end of the month is a guess.
Linking to work
A thread or call can be linked to a task with Link to task, so the correspondence sits with the work it concerns rather than only on the client.
Sending
Replies go out from your firm's sending address, shown as Sending as so it's clear which identity a message is going from before you send it.
Notes and limits
- The inbox shows client communication, not your entire personal mailbox.
- Matching is by address. A client emailing from a new address lands in Other until you add it.
- Notifications are LedgerOS telling you things, not client messages.
- Converting a call to time doesn't remove the call — you get both records.