How to communicate with clients via text.
- NOTE: Only firm administrators or users with the User Can Send SMS Messages permission can text clients.
- Activate Client Texting and Opt-In the Client for Texting.
- Navigate to the case of the client you want to text.
- In the upper left corner of the case, next to the client's name, click the small mobile phone icon, If you don't see the icon, opt-in clients for text messaging.
- A pop-up window with your text message history will appear.
- Type your message and click Send.
- The text will be sent.