Send an SMS text message via Messages

Effective communication with clients is important, particularly when it comes to legal matters. Timely and accurate communication can make all the difference in the outcome of a matter.

If you are unsure whether your client downloaded the Communicate mobile app, sending an SMS message is a secure and reliable alternative to ensure that your message reaches your client directly.

Table of Contents

• Getting Started
  

• Start a conversation with an SMS text message
• Send an SMS in an existing conversation
• Frequently Asked Questions

Getting Started

Ensure the intended recipient’s contact card has the correct mobile number and email address entered.

Start a conversation with an SMS text message

1.    Open a Matter and select the Messages tab from either:

• the triConvey Desktop App; or

• the triConvey Companion Site Web App.
  

2.    From the left panel, select the + icon from the External Matter Conversations section.

3.    Choose the party or parties to send an SMS to.

4.    Select Create from the bottom of the screen.

5.    Type your message and select Send as SMS.

Tip:  Files cannot be attached to SMS messages.  Messages are limited to 238 characters.

6.    On the To field, recipients of the SMS are highlighted in blue. 

7.    Click on a recipient's name to exclude them from the SMS.

8.    Click Send to send the message as an SMS.

9.    Once the SMS is sent, the recipient can respond via SMS or the Client Portal. 

Send an SMS in an existing conversation

1.    Open the Matter and select the Messages tab from either:

• the triConvey Desktop App; or
  

• the triConvey Companion Site Web App.
  

2.    Click on the conversation from the left panel. 

Tip:  Conversations with clients are listed under the External Matter Conversations section.

3.    Type your message.

4.    Select Send as SMS.

Tip:  Files cannot be attached to SMS messages.  Messages are limited to 238 characters.

5.    On the To field, recipients of the SMS are highlighted in blue. 

6.    Click on a recipient's name to exclude them from the SMS.

7.    Click Send to send the message as an SMS.

8.    Once the SMS is sent, the recipient can respond via SMS or the Client Portal. 

Frequently Asked Questions