Opt-Out a Client to Receive Text Messages

How to stop receiving client text messages.

• Navigate to the case of the client you want to connect text messages to.
• Click on the drop-down at the top right of the page next to the case status.
• Select Text Opt-Out from the drop-down menu. If you do not see this option, you either do not have permission to text clients, or texting has not been enabled for your CASEpeer account. Talk to your firm administrator.

• A pop-up window will appear.
• Select the checkbox next to Yes, opt client out of receiving texts at this number.
• Click Save.