Once your firm has been approved for text messaging, you are ready to send and receive text messages.
Note
To use our SMS feature, make sure you have set up text messaging.
In addition to sending and receiving text messages, you can also use SMS to:
- Send Your Invoices
- Send Overdue Invoice Reminders
- Client Statement With Invoices
- Low Retainer Reminder
Watch a Video
Send an SMS
To send an SMS:
- From the left navigation panel, click Matters.
- On the Matters screen, either double-click a matter or single-click to highlight it and from the toolbar atop the screen, click Details.
- From the Matter’s left navigation, click Communications.
- From the tabs atop the Communications screen, click Text Messages.
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- The client, and matter relations with cell phone numbers provided will display in the Add Conversation section.
- If a contact needed is not listed, make sure the contact is linked to this matter as either the client or a relation, and that a cell phone number is provided. Note
To add a contact that is not already within CosmoLex, click on Add New Contact and complete the contact details.
If you need to add a cell phone number to an existing contact, Edit a Contact or Client.
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- If you have contacts listed, select the contact you wish to send a text message.
- To the right, at the bottom of the SMS Messaging section, type your message and click Send.
- Your contact will receive a message with your firm name and the ability to opt in/out.
- The status of your contact’s choice will display beside the contact’s cell number:
- Opt In(√): Your contact responded with START.
- Opt Out(x): Your contact responded with STOP. You can no longer message this contact.
- Pending(!): They have not chosen to opt in or out yet.
- If your contact has opted in, you can use the SMS Messaging section to carry on two-way messaging with your contact. Your conversation with the contact will also display here.
- To search for a particular conversation, in the Search box at the top right, type in the key word.