Text a Client from CASEpeer

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.