Text messaging for law firms (SMS)

Use SMS to message with clients, attorneys and more. Streamline your communications and increase billable hours.

Lawyer sending a text message

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What is texting for 
law firms?

Text messaging for law firms refers to communicating with leads, clients, and staff through business SMS. Firms adopt this channel to engage more leads, simplify client communications, and streamline team workflows.

Use it to:
✓ Answer lead questions
✓ Schedule meetings and court appearances
✓ Remind clients about upcoming appointments
✓ Let clients know about new secure portal updates
✓ Track client chats and export for compliance review

Legal text messaging platforms like Heymarket empower you to send, receive, and manage hundreds to thousands of messages while maintaining compliance standards.

Benefits of law firm SMS

Communication between your firm and your clients keeps cases moving forward. Text messaging for law firms simplifies how you connect with both your clients and staff. Qualify prospective clients and gather information before speaking with them. Send a text in seconds to confirm appointments and request documents.

With a 98% open rate, texts ensure clients will read your content and respond. Your law firm SMS platform automatically saves messages to your practice management system. You can export them directly from your SMS platform, too.

By using law firm text messaging, lawyers, paralegals, and administrators can spend more time working billable hours and engaging new clients.

Engage prospective legal clients

Follow up with interested leads quickly through SMS. The faster you can reply, the more likely you are to gain clients. Your shared inbox helps ensure no messages slip through the cracks; all team members can see incoming messages and reply. Use SMS templates to answer common questions or schedule follow ups. Rely on private comments to respond accurately and swiftly.

Manage non-billable
tasks

Send scheduled messages to confirm appointments, ask for documents, confirm court dates, and more. Use templates and lists to reach clients in a fraction of the time that phone calls take. Personalize messages with names and other custom fields drawn from your case management platform.

Create an omnichannel experience

Heymarket’s shared inboxes allow your team to receive and respond to messages from your clients’ favorite channels. These include native SMS, Facebook Messenger, Instagram Messenger, WhatsApp, Apple Messages for Business, and Google’s Business Messages.

Streamline workflows with automations

Respond to lead and client FAQs faster with automations. Create SMS templates with custom fields to add a personal touch. Heymarket can send the templates in response to incoming messages with specific keywords or key phrases. You can even send auto replies to customers who reach out at busy times or after hours.

Secure
client data

Encrypt messages from end to end. Choose which team members have access to messages, contact information, and administrative controls. Export chats for auditing and reporting. When a team member leaves, contacts and their data stay with your organization.

Keep legal staff
up to date

Create one conversation per client, and provide access to appropriate staff members. Attorneys, paralegals, and assistants can each participate in conversations, view client history, personalize signatures when replying, and automatically log or export messages.

Organize
your team

Text staff members to plan shifts and share valuable information that they’ll be sure to read. Offer training tips to new firm staff members. Use templates to send a single message to a list of team members. Recipients don’t see one another and can reply privately with questions or concerns.

Link practice management tools like Clio

Store and track texts in Clio with Clio text messaging, automatically updating contact information while maintaining billing and reporting requirements. Use the Zapier integration to connect with any other case management software. Set up the Zendesk integration to view client SMS alongside emails.

Evaluate team
performance

Check Heymarket’s native reports for team response times, resolution times, and more. Evaluate messaging’s popularity by comparing average chat volume to traditional channels like email and phone calls. Identify metrics that are falling behind and implement an improvement plan.

Text messaging for law firm features

Automatically logging SMS, texting with existing business numbers, and hiding PII were built with law firms in mind. Get started with business text messaging in just minutes.

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Law firm SMS FAQs

Have questions about using SMS in your law firm?
Explore our answers below, and reach out to our team to learn more.

Yes, texts are protected by attorney-client privilege. However, text privacy cannot be guaranteed, just as it is not guaranteed with email. To protect client information, avoid having important conversations about cases. Stick to administrative tasks only.

Compliance for text messages may be fact- and context-specific. The information contained on this web page should not be relied upon as legal advice or to determine how these regulations apply to your use of SMS and our service. This information is provided “as is” and may be updated or changed without notice. You may use this blog post for your internal reference purposes only.

You may text clients as long as they have opted in to receive your texts. You should also only text for administrative purposes to avoid sending personal identifiable information (PII). For example, you can answer basic lead questions, schedule appointments, remind clients about paperwork, and share invoices.

Compliance for text messages may be fact- and context-specific. The information contained on this web page should not be relied upon as legal advice or to determine how these regulations apply to your use of SMS and our service. This information is provided “as is” and may be updated or changed without notice. You may use this blog post for your internal reference purposes only.

Heymarket will text-enable your business number (allowing text to landline capabilities) or provide a new number. When clients text that number, their messages will land in your Heymarket shared inbox. If you set up SMS integrations with other messaging channels, like Facebook Messenger and Google’s Business Messages, those messages will also arrive in your shared inbox.