How to communicate with clients via text.
NOTE: Only firm administrators or users with the User Can Send SMS Messages permission can text clients.
Navigate to the case of the client you want to text.
In the upper left corner of the case, next to the client's name, click the small mobile phone icon, If you don't see the icon, opt-in clients for text messaging.
A pop-up window with your text message history will appear.
Type your message and click Send.
The text will be sent.