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How to Configure the 'Send SMS' Action?

Set up the 'Send SMS' workflow, including recipient and message customization options.

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

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:

  1. Navigate to Automation on the left and under the Workflow tab, click on + Add Workflow.

  2. Add a Workflow Name and Workflow Description.

  3. Setup the Trigger type by selecting the trigger under Select trigger, and click on Continue.

  4. Select Send SMS as the Action and click on Next.

  5. Setup the Recipient. You can use the Custom tab to auto-populate the data from the matter by clicking on the Use Matter value from trigger, or click on the Recipient tab to select the recipient manually from the available options.

  6. Click on Add recipient to add multiple recipients.

  7. Manually draft your message on the Message field and use merge fields for fetching matter-related data.

  8. Finally, click on Save. Click on Continue + new action to 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.

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