Share files and deliverables
Upload project files in Kwill, lock a deliverable behind an unpaid invoice, collect pinned comments on images, and sync a Google Drive or Dropbox folder.
Client experience
Message clients from the Inbox Independent+
How the Kwill Inbox works: one conversation per project, attaching files and forms, internal notes your client cannot see, and what lands there automatically.
In the portal: Inbox
- What it is
- One place for client conversations, client requests, and updates about your documents and payments.
- Why use it
- Keep project conversations out of your personal email, in real time, next to the work they are about.
- When
- Any time you need to talk to a client about a project.
What lands in the Inbox
Filter by All, Unread, Starred, Snoozed, Archived or Trash, and by the labels Follow up, Urgent, Waiting on client and Reviewed. The sidebar badge counts unread items.
- Client Messages — one conversation per project, not per client.
- Requests (Studio and above) — change orders, tasks and questions clients raise from their portal.
- Proposals & Contracts and Payments — updates such as "Proposal viewed", "Proposal signed", "Contract signed", "Invoice viewed" and "Invoice paid".
- System — such as "File uploaded" and "New booking".
Messaging a client
The client sees it instantly in their portal and gets an email. If you send several messages in a row they get at most one email per project every 10 minutes; you get an email for every client message.
Switch from Reply to Internal note to write something only you and your team can see. You can also star, snooze, label, archive, mark unread, forward, or delete a conversation to Trash and restore it from there.
- Click Compose and pick the project, or open an existing conversation.
- Type your reply. You can add emoji, attach files up to 10 MB each, attach a form, or use Draft AI reply.
- Click Send, or press Cmd/Ctrl + Enter.
Frequently asked questions
- Why can’t I message a client in Kwill?
- Messages belong to projects — Kwill keeps one conversation per project, not per client. If Compose says "No clients to message yet", create a project for that client first.
- Can I send a client a file through Kwill messages?
- Yes. Attach files up to 10 MB each to a reply. You can also attach up to 5 Live forms assigned to that client. For larger deliverables, upload to the project’s Files instead, where the limit is 500 MB per file.
- Can I write a note my client cannot see?
- Yes. Switch from Reply to Internal note. Internal notes are visible only to you and your team, and are never shown in the client portal.
- Do clients get an email for every message I send?
- No. If you send several messages in a row, the client gets at most one email per project every 10 minutes, though every message appears in their portal instantly. You are emailed for every message a client sends you.
- Which plans include the Kwill Inbox?
- Messaging is available on Independent and above. On the Free plan the Inbox is hidden from the sidebar and the dashboard shows a locked messages preview.
Describes the Kwill portal as built on 18 September 2026.
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