10 Business SMS Templates For Reminding Your Clients To Turn In Paperwork

A professional receiving a business SMS templates reminder

Businesses from legal firms to financial services face a singular challenge with both new and established clients: paperwork. Getting busy patients to fill out all of their paperwork—and fill it out on time—has become a top priority for administrative staff. Luckily, new communications tools like business text messaging platforms, which have efficiency features like SMS templates, have empowered teams to quickly and conveniently remind clients about paperwork.

Business SMS templates are pre-written text messages that teams can quickly send to large lists of clients. A business text messaging platform will automatically personalize each outgoing message with custom information, including names, paperwork deadlines, and relevant links. 

But businesses interested in using this handy text message template feature may not be sure how to word their templates in the first place. After all, most paperwork is confidential, so what scenarios should be avoided? When is it ok to share which details over SMS? How should paperwork reminders be worded? 

To help businesses successfully remind clients to turn in their forms, we’ve rounded up examples of paperwork reminder SMS templates in five key industries. Feel free to adjust and tweak these text message templates to fit your business’s brand and industry. 

Law Paperwork Reminder SMS Templates

Text messaging for law firms is used for everything from billing management to court date reminders. It’s also a good tool for paperwork reminders, as long as no confidential or sensitive case-related information is shared directly through text. SMS should be automatically logged to the firm’s practice management software so you can review texts for compliance. Here are two text message templates that law firms can use to stay on the right side of compliance. 

Hello, {{client name}}. This is {{lawyer name}} from Lane and Associates. Don’t forget to fill out your new case forms before our first meeting on {{meeting date}}. You’ll find your new portal at {{link}}. Reply with STOP to stop receiving texts.

Hi there, {{client}}. Bay Area Law here. Don’t forget to mail us your pre-court paperwork before {{paperwork deadline}}. Our number is 415-562-0100. Please reply with questions or reply with STOP to stop receiving texts.

Financial Services Paperwork Reminder SMS Templates

For financial services firms, discretion is paramount. In any paperwork reminders sent to clients, teams should emphasize privacy. Here are two SMS templates that financial services businesses can use that assure clients of their privacy. 

Hello, {{client name}}, this is {{assigned accountant}}. Before our next meeting on {{meeting date}}, please fill out those forms we talked about. You’ll find them on our secure online portal at {{link}}. Reply with STOP to stop receiving texts.

Hi, {{client name}}, {{assigned accountant}} here! I’m getting ready to proceed with your tax filing, but I’ll need your official forms first. Please either mail the forms you went home with or fill them out on your personal accounting portal. Text STOP to stop receiving texts. 

Real Estate Paperwork Reminder SMS Templates

For real estate businesses, paperwork is of the utmost importance. Brokerages and real estate agents often use real estate text messaging to ensure that clients turn in paperwork fast enough to secure their homes. Here are two text message templates that encourage homebuyers to send in paperwork as quickly as possible:

Hiya, {{client name}}! So excited about our progress. Don’t forget to drop by your purchase agreement before {{paperwork deadline}} so we can secure your home! —Sally Houston, Real Estate Agent

Hi, {{client name}}, this is Allen Eskin, checking in on that property deed. We’ll need to have your signature by {{paperwork deadline}}. Feel free to call or text me back if you have any questions about it! 

Recruiting Paperwork Reminder SMS Templates

More and more recruiting firms and teams are turning to recruiting SMS to beat the tight labor market. SMS makes the entire application process a breeze, so that candidates are more likely to apply to your business’s roles. Here are two SMS templates that will encourage professionals to start or continue an application. 

Hi {{candidate name}}, I’m pleased that you’re interested in our role of {{role of interest}}. Ready to fill out an application? You can complete it all on your phone. Here’s the link >> {{link}}. Text STOP to opt out of our recruiting SMS services. 

Hello, {{candidate name}}! Sam here. I’m so excited that you’ve started the application process. Did you have any questions? Just let me know! Reply with STOP to stop receiving text messages. 


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