Lawcus enables you to send and trigger SMS based on any action performed within the system. For example, you want to configure an SMS action based on a trigger point like 'Matter Created' or 'Task Created' or 'Lead Created', etc.
Steps to Create Send SMS Action
To configure the 'Send SMS' action in Lawcus, follow the steps outlined below:
Navigate to
Automationon the left and under theWorkflowtab, click on+ Add Workflow.Add a
Workflow NameandWorkflow Description.Setup the
Trigger typeby selecting the trigger underSelect trigger, and click onContinue.Select
Send SMSas theActionand click onNext.Setup the
Recipient. You can use theCustomtab to auto-populate the data from the matter by clicking on theUse Matter value from trigger, or click on theRecipienttab to select the recipient manually from the available options.Click on
Add recipientto add multiple recipients.
Manually draft your message on the
Messagefield and usemerge fieldsfor fetching matter-related data.Finally, click on
Save. Click onContinue + new actionto add new actions to the workflow.
Note: The maximum message length is 160 characters.
FAQ Section
FAQ1: How does SMS work in Workflow?
Answer: It's a one-way text messaging service, so recipients can't reply. Additionally, the message is sent from a random Lawcus phone number, not your own.
FAQ2: Can I use automation to send a client an appointment scheduling SMS/email?
Answer: You can select the trigger as User Activated. Note that this is only when a new user account is activated within Lawcus.
FAQ3: Can the automated SMS sent to clients have a clickable button that has a URL?
Answer: Unfortunately, the automated SMS sent to clients can't include a clickable button with a URL.