Overview

Text Message Conversations make communication easier than ever by enabling you to have two-way conversations with your clients within Docketwise via SMS text messaging!

The Text Message Conversations feature is only available on Suite and Enterprise subscription plans. If you want to learn more about managing your subscription, you can click here.

Contents


Enabling Text Message Conversations

In order to enable Text Message Conversations, you will need to follow the steps below:

  1. Navigate to Settings > Subscription

  2. Select Include under Add Text Messaging

  3. Click the Save Changes button

Note: Only Account Admins/Owners can change the subscription settings.


Using Text Message Conversations

Once you have enabled Text Message Conversations, you are able to access the feature by clicking on the cellphone icon near the top-right of the screen in Docketwise.

Creating a New Text Message Conversation

In order to create a new Text Message Conversation, you will need to follow the steps below:

  1. Click on the 📱 near the top-right corner

  2. Click on the + New Conversation button

  3. Select the Contact who will be the Recipient

    1. If the contact has a mobile number already added, this will be automatically selected

    2. If the contact does not have a mobile number already added, you can input it manually here

  4. If you would like to file these messages under a client/matter:

    1. Check the box to do so

    2. Select the client/matter under which you would like to file the conversation

  5. Click the Create button

Once you have created a conversation, you are ready to start sending and receiving text messages!

Note: A mobile number may not be reused to create additional conversation apart from the original Text Message Conversation for that mobile number. Additionally, clients are not yet able to initiate conversations and must first be contacted via the Text Message Conversations feature in Docketwise.

Sending Messages

In order to send a message, you will need to follow the steps below:

  1. Click on the 📱 near the top-right corner

  2. Select the conversation in which you would like to send a message

  3. Click the space at the bottom of the screen to enter your message

  4. Enter your message

  5. Hit the Enter/Return key on your keyboard

Editing a Conversation's Client/Matter

In order to edit a conversation's client/matter, you will need to follow the steps below:

  1. Click on the 📱 near the top-right corner

  2. Select the conversation that you would like to edit

  3. Click on the ✏️ at the top of the conversation

  4. Select the client/matter under which you would like to file the conversation

  5. Click the Save button


Billing with Text Message Conversations

To help you get started, we will provide you with 100 free Outgoing Text Messages upon first enabling the feature.

Once you run out of Outgoing Text Messages and attempt to send another message, we will automatically add additional Outgoing Text Messages to your account at $20 for 1,000 Outgoing Text Messages.

In order to review the number of remaining Outgoing Text Messages, simply navigate to Settings > Subscription:

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