Use a Text Template

How to automate common text messages to clients. 

NOTE: Only Firm Administrators or users with the User Can Send SMS Messages permission can text clients.

• Navigate to a case.
• Click the mobile phone icon.
  • If the icon is not present, opt the client in for texting first.

• A pop-up window will appear.
• Click Select Template. 

• Select the desired template from the dropdown and it will auto-populate in the text box.

• Review and click Send.