SMS messages
SMS messages are a great way to send quick updates to your stakeholders.
There are three ways SMS messages can be sent from a matter:
- From the task list: An SMS template can be assigned to a task on your workflow
- From a contact card: Select the SMS button on the contact card
- From the Folder tab: Select '+New' and choose SMS
Sending an SMS
You can either generate an SMS from a template or freely type a message:
- Use the search bar to find a specific template
- Select No template to create a new message
- Send
- Sent SMS messages are then stored in the Folder tab on the matter.
SMS Replies
If a stakeholder replies to an SMS, the following will occur depending on how many matters the phone number is associated to:
Phone number is associated with 1 matter
- The SMS reply will automatically attach to the matter
- The matter's Fee Earner will receive an email containing the reply
Phone number is associated with more than 1 matter
- Any Fee Earner associated with these matters will receive an email containing the reply
- Within this email, they will be provided with a list of matters the phone number is associated to
Finding SMS messages on a matter
Locate any SMS messages sent within a matter by using:
- The search bar at the top of the Folder
- The filters on the lefthand side of the Folder
- Filter by Type to only display SMS messages saved to a matter
- Use the Labels filter to only see items with a particular label applied
SMS Cost
SMS messages cost 1 or more credits depending on the length of the message. The amount of credits spent on each message is shown on the SMS window before clicking send.
If you use the SMS feature, your account will be credited with a bundle of 100 credits which are automatically replenished when low. The SMS bundles are then automatically added to your monthly invoice.
