How to Activate Client Texting.
NOTE: This can only be done by a firm administrator or a user with the User is Allowed to Access Sms Text Number Selection Wizard permission.
Navigate to the
Icon in the top right corner of your account and select Account Settings.Scroll down to the Additional Features section and find the Client Texting integration.
Click Activate to activate the integration and select your firm's number.
A pop-up window will appear.
Type in the desired area code.
Click Next.
Select the number you wish to make your permanent text number.
If none are available with your selected criteria, click Prev to go back and try again.
Click Next.
Click Confirm.
NOTE: This number cannot be changed once it is confirmed.
You have successfully set the firm's text number. This is the number your clients will see when the firm sends text messages.
NOTE: Please send a test text message in a test case once the above steps are completed. If you do not receive the text message, please reach out to support@casepeer.com