Create preset texting templates to help automate client responses, these can even be created in other languages.

Verify Text Templates are activated.

NOTE: This can only be done by a firm administrator, office manager, attorney, or someone with the administration settings page access advanced permission.

Navigate to the

Icon.

Select Text Templates.

Select Create New.

Name the text template.

Add a message and select keywords to automatically pull in case information.

Select Save.

The template will now be available from the texting window of all cases.