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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Use Conversations within Client/Project context

Start and manage conversations within a client or project, using files shared in that specific context.
  1. Within the dedicated Client experience, select
    Start a conversation
     or
    Create a project
    .
    1. If you select
      Start a conversation
      , CoCounsel uses files uploaded and shared at the client level. If you start a conversation within a
      Project
      , CoCounsel uses only the files in that project.
  2. Once your new conversation is created, it will be visible to everyone who has access to that client and project context.
  3. Adding a file to a conversation within a project will add it to the project's folder.
    1. At this time, files added to a project are not subject to the global document retention settings within CoCounsel.
    2. At this time, files within the CoCounsel Knowledge Base can't be accessed in
      Clients
       and
      Projects
      . Files will need to be uploaded from your device to be added to a specific
      Client’s Project
      .
    note
    • If invited to a client, you can view project conversations. All conversations are read-only, including conversations you created.
    • Conversations you have within a
      Client’s Project
       context will also show up in your CoCounsel Conversation History.