Learn how to send an SMS directly from Smokeball to your client’s mobile.
Effective communication with clients is important, particularly when it comes to legal matters. Timely and accurate communication can make all the difference in the outcome of a matter.
If you are unsure whether your client downloaded the Communicate mobile app, sending an SMS message is a secure and reliable alternative to ensure that your message reaches your client directly.
Start a conversation with an SMS text message
- Ensure the intended recipient’s contact card has the correct mobile number and email address.
- Open the matter and select the Messages tab.
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Click on External, then select the Plus (+) icon next to External Matter Conversations.
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Click on the text box under New External Matter Conversation, then tick the box next to the client's name. You can also type in the text box to find the client.
- Type your message, then tick Also send as SMS.
- There is a limit of 320 characters for SMS messages.
- Select the Send (arrow) icon to send the message as an SMS. Once the SMS is sent, the recipient can respond via SMS, MMS or Client Portal.
Send an SMS in an existing conversation
If you want to send an SMS while there's an existing conversation with a client:
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Open the matter file and select the Messages tab.
Click on External. Conversations with clients are listed under the External Matter Conversations section.
- Type your message, then select Also send as SMS.
- There is a limit of 320 characters for SMS messages.
- Click the Paper plane icon to send the message as an SMS.
Once the SMS is sent, the recipient can respond via SMS, MMS or Client Portal.