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. Sending an SMS message is a secure and reliable alternative to ensure that your message reaches your client directly.
The Client Portal can send an SMS text message directly from a conversation. You can reach someone via text message sent from Smokeball even if they are not using the Client Portal.
Note: An SMS will also be sent as a Client Portal message, and recipients of new client portal messages will receive an email notification
Send an SMS text message
- Select the Messages tab in Smokeball and select an external matter conversation from the left-hand column.
- Ensure the intended recipient’s contact card has the correct mobile number and email address.
- Write your message, then select Send as SMS.
Once the SMS is sent, the recipient can respond via SMS or Client Portal.
Receiving Client SMS replies
Clients who receive your SMS message on their phone can also reply to you as they would any other text message.
The response from the client will get saved back into your matter with the option to show the original message so you know exactly what the client is responding to.
Important note:
- A client will only be able to respond via SMS if they are in one conversation with your firm. If you start a separate conversation with the client, whether the same or different matters, the client will be blocked from responding.
If a client is in two or more conversations, they will receive this notification if they attempt to reply via SMS:
Did You Know
- Messages are limited to 246 characters.
- Files cannot be attached to SMS messages.
- On the To field, recipients of the SMS are highlighted in blue. Click on a recipient's name to exclude them from the SMS.