Every message in context. Never scattered.
Email threads, SMS conversations, and internal team messages — all organized by client inside Practice Keeper, so the full communication history is always one click away.
Communication capabilities
Per-Client Message Threads
All communications with a client — email and SMS — live under that client's Messages tab. No context switching between email clients, texting apps, and your practice tool.
Gmail Integration per AM
Each account manager connects their own Google account via OAuth. Emails sent through Practice Keeper go from their Gmail — so clients see a real person's address, not a no-reply.
SMS via TwilioComing soon
Send SMS messages to clients directly from their client record. Powered by your firm's Twilio account — so you control the number and the billing.
Internal Messaging
Keep internal team discussions contextualized to specific clients. Internal messages are scoped to staff only and never visible to portal clients.
Full Communication History
Every message sent through Practice Keeper is stored in the database and visible in the client's message thread — building a complete record of every touchpoint.
Emails sent from your team's real addresses
Each account manager connects their Gmail account via OAuth. Messages composed in Practice Keeper are delivered through their personal Gmail — clients see a real name and address, not a no-reply@yourdomain sender.
Each AM's Google account is scoped to them. The owner's connection is separate. No credentials are shared between team members.
SMS when email isn't fast enoughComing soon
Some clients respond faster to a text. Send SMS directly from a client's record — powered by your existing Twilio account. Responses are logged in the same thread as email history.
One thread. Both channels. No confusion about who said what or when.
All client communication in one place.
Join the beta and connect your Gmail account. SMS coming soon.
Join the beta