How to select your firm's texting number.
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 Manage.
A pop-up window will appear.
Type in desired area code.
Click Next.
Select the number you wish to make your permanent text number.
If no numbers match your selected criteria, click Prev and try an alternate area code.
Click Confirm. Note that this number cannot be changed after it is confirmed.
You have successfully set your text number. This is the number your clients will see when the firm sends text messages.
NOTE: This can only be done by a firm administrator or a user with the permissions "Administration Settings Page Access" and "User Is Allowed To Access SMS Text Number Selection Wizard".