Choose a Text Number with Offices

If your firm is using our Office feature, you can select a different text number for each of your offices. 

• Navigate to the Icon in the top right corner of your account and select Account Settings.
• Scroll down to the Integrations section and find the Client Texting box. 
• Click Activate.
• A pop-up window will appear.
• Select the Office you'd like to choose a text number for. 

• Type in desired area code.
• Click Next.
• Select the number you wish to make your permanent text number.
  • If no numbers are available with your selected criteria, click Prev to go back and try another area code.
• Click Next.
• Click Confirm. Note that this number cannot be changed after it is confirmed.
• You have successfully set your text number. This is the number your clients will see when the office sends text messages.

NOTE: This can only be done by a firm administrator or a user with the User is Allowed to Access Sms Text Number Selection Wizard permission.