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Legal principals: route settlement SMS alerts to counsel

Legal principals miss SMS settlement confirmations on staff phones, causing delayed filings and client confusion. Forward qualifying SMS to designated lawyers so post-settlement tasks start promptly.

Legal principals: route settlement SMS alerts to counsel

Overview

Missed SMS settlement confirmations create filing delays and client frustration for small legal firms. This workflow routes qualifying SMS directly to the right lawyers, creates a central notice log, and triggers internal alerts so post-settlement actions start reliably and missed follow-ups are eliminated.

Notable Features

  • Route qualifying SMS to lawyers
  • Log settlement notices in one place
  • Alert designated staff via email or SMS

Legal principals: route settlement SMS alerts to counsel