Using CosmoLex’s built-in Text Messaging (SMS) service provides you with an easily accessible way to reach your clients from within the CosmoLex application. By enabling this service, your firm will be able to: Engage in two-way text messaging with clients and keep those conversations linked to a specific matter. Send an embedded link to invoices, …

Once your firm has been approved for text messaging, you are ready to send and receive text messages. Note: To use our SMS feature, make sure you have set up text messaging. In addition to sending and receiving text messages, you can also use SMS to: Send Your Invoices Send Overdue Invoice Reminders Low Retainer Reminder …

You can manage your incoming text messages to better organize them within CosmoLex. If an inbound SMS is a match to a contact, the message will automatically be tagged to that contact. However, you will need to assign each message to a specific matter. You can use the Practice Management > Communication > SMS section …