Conversations & Files
Keep the conversation with the work.
Client communication, team discussions, files, and project context stay connected — instead of disappearing into disconnected inboxes and folders.
A thread that stays with the client
Reply directly, right next to the work.
Every client gets a message thread visible to your team and the client. Reply directly to any message, and it stays exactly where it belongs — next to the proposal, project, or invoice it's actually about.
- A message thread per client, not a general inbox
- Your team sees the same conversation the client sees
- No more digging through email to find what was decided
app.helmbase.app/conversations/jordan-lee
Jordan Lee
The homepage mockups look great — approved! When can we look at the interior pages?
Glad you like them! Interior templates are up for review now — check the portal when you get a chance.
Team chat, separately
Not everything is client-facing.
A private team chat runs alongside client conversations for the internal back-and-forth — coordinating who's doing what without cluttering the thread the client sees.
- Kept fully separate from client-visible conversations
- Same workspace, no extra tool to install
- Useful for coordination on shared client work
app.helmbase.app/team-chat
Team chat
Heads up — I pushed the interior templates for Jordan’s review this morning.
Nice, I’ll flag it if they need anything before end of week.
Kept together
Communication that stays with the work.
Run your client operation with Helmbase.
Set up your workspace in minutes. Free during early access, no credit card required.