Using Rocket Matter’s built-in Text Messaging (SMS) service provides you with an easily accessible way to reach your clients from within the Rocket Matter 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 …

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 Send …

You can manage your incoming text messages to better organize them within the application. 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 …