The portal has a Messages section that gives your client a direct line to you, and you can communicate back through the same in-platform messaging. When a new message comes in, both sides get an in-app notification and an email alert, so nothing gets missed even if someone is not logged in. Keeping conversations inside the portal also keeps the full deal history in one place rather than scattered across email and text.
How do messages and notifications work inside the client portal?
client-portal · IMPROVES · Granola FAQ mining 2026-06-09
Written by Cohen Nagel