Add outbound text log to client contact record

Your outbound SMS to clients are sometimes unrecorded, leaving contact logs incomplete and attorneys without context. It logs texts to contacts and saves dated files for same-day review.

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Overview

When sent texts aren't logged, case teams lack an audit trail and attorneys lose prep time. This flow captures every outbound SMS, archives a dated message file, and pins a link to the client record so staff can review messages the same day.