SMS messages


SMS messages are a great way to send quick updates to your stakeholders.

The mobile number that SMS messages are sent from is automatically assigned to your system and cannot be changed. 

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
This will only be visible if a phone number has been provided for the Stakeholder.
  • 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:

  1. Use the search bar to find a specific template
  2. Select No template to create a new message
  3. Send
  4. Sent SMS messages are then stored in the Docs/Emails tab on the matter.
    When using the new Folder UI these are stored in the 'Folder' tab of the matter.

Finding SMS messages on a matter

To filter your matters Folder by SMS messages only, on the left hand side of the Folder tab under 'Filter by Type' select 'SMS'. This will temporarily remove any other correspondence type.

These filters are only available within the new Folder UI.

You can then use the search bar to find an SMS by a particular name or recipient.

SMS Replies

If a Stakeholder replies to an SMS, the Fee Earner on the matter will receive the reply as an email with the following information: 

  • The phone number the reply was sent from 
  • The reply message
  • The matter(s) the phone number is associated with 
You cannot reply to the email.
SMS replies are sent to any fee earner associated with a matter where that Stakeholders mobile number is used on a contact card.

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. 

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