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Client Texting

Text your clients. From inside their case.

Your clients don't check email and they don't answer calls — but they respond to a text in under three minutes. inTrial puts two-way SMS right inside each case, with templates, scheduled sends, and automatic logging so nothing falls through the cracks.

Included in your subscription. Standalone tools charge $40–75/user/month for standalone legal texting.
9:41
MG

Maria Gonzalez

Gonzalez v. Acme Transport

Hi Maria, this is Sarah from Parker & Associates. Just a reminder — your appointment with Dr. Chen is tomorrow at 2:00 PM.
From template10:32 AM
Thank you! I'll be there. Do I need to bring anything?
10:34 AM
Just your insurance card and photo ID. We also need the police report — can you take a photo and text it to us?
10:35 AM
Scheduled 8:00 AM tomorrow
Good morning Maria! Your appointment is in 6 hours. Reply YES to confirm.
Auto-logged to case file

90%

Client response rate via text

3 min

Average response time

100%

Messages auto-logged to the case

Two-way texting, built in

Send and receive texts with clients directly from their case page. Every message shows delivery status, read receipts, and timestamps — so you always know where things stand.

  • Outbound and inbound SMS in a familiar chat interface
  • Delivery confirmations and read receipts
  • Real-time notifications when clients reply
  • Full conversation history accessible to the whole team
JR

James Robinson

(512) 555-0187

Online
Hi James, we received the settlement offer from Nationwide. Are you available for a call this week?
Delivered · 2:15 PM
Yes! I can do Thursday afternoon. Is 3pm ok?
Read · 2:18 PM
Thursday at 3 PM works. I'll send a calendar invite. Talk soon!
Delivered · 2:19 PM
Type a message...

Templates with merge fields

Stop typing the same messages over and over. Build reusable templates for appointment reminders, document requests, status updates, and more — with merge fields that auto-fill client and case data.

  • Pre-built templates for common messages
  • Merge fields pull from case and contact records
  • Categorize templates by type for quick access
  • Preview before sending to catch errors

Select Template

Choose a template to auto-fill your message

Appointment Reminder

Scheduling

Document Request

Documents

Status Update

Updates

Initial Consultation

Intake

Preview

Hi {{first_name}}, this is a reminder that your appointment with {{provider_name}} is scheduled for {{appointment_date}} at {{appointment_time}}. Reply YES to confirm.

Schedule messages

Queue up appointment reminders the night before, or send a follow-up after a medical visit — without setting a personal reminder to do it yourself. Pick a time, write the message, and forget about it.

  • Pick any date and time for delivery
  • Preset time slots for common send times
  • View and manage all scheduled messages
  • Cancel or edit before the message goes out

Schedule Message

To

MG
Maria Gonzalez · (512) 555-0234

Message

Good morning Maria! Your appointment with Dr. Chen is today at 2:00 PM. Reply YES to confirm.

Send at

8:00 AM
9:00 AM
10:00 AM
12:00 PM
3:00 PM
5:00 PM
Message will be sent tomorrow at 8:00 AM

Every message in the case file

Texts are automatically logged to the case timeline alongside notes, emails, and tasks. No copy-pasting, no screenshots, no lost context. If it happened, it is in the file.

  • Texts appear in chronological case activity
  • Filter activity by communication type
  • Full audit trail for every message
  • Searchable across all cases

Case Activity

Gonzalez v. Acme Transport

SMS sent to Maria Gonzalez

"Hi Maria, your appointment with Dr. Chen is tomorrow..."

Today, 10:32 AM·Sarah P.

SMS received from Maria Gonzalez

"Thank you! I'll be there. Do I need to bring anything?"

Today, 10:34 AM·Client

Note added

Client confirmed appointment. Requested police report via text.

Today, 10:40 AM·Sarah P.

SMS sent to Maria Gonzalez

"Just your insurance card and photo ID..."

Today, 10:35 AM·Sarah P.

Everything you get

All included in your inTrial Manage subscription. No add-ons. No per-use fees.

  • Two-way SMS with clients from inside the case
  • Templates with merge fields for fast, consistent messaging
  • Scheduled messages for reminders and follow-ups
  • Every text auto-logged to the case file
  • Team inbox — anyone on the case can see the conversation
  • Opt-in and opt-out compliance built in
  • MMS support — clients can send photos and documents
  • Full message history and search
  • Bulk messaging for multi-case updates
  • Read receipts and delivery confirmations
  • Dedicated firm phone number
  • Works with clients' existing mobile numbers

Key capabilities

Template Library

Build and share a library of text templates — appointment reminders, document requests, status updates — with merge fields that auto-fill from case data.

Scheduled Sends

Queue messages for the perfect time. Send appointment reminders the morning of, or follow up after a medical visit — automatically.

Auto-Logging

Every inbound and outbound text is logged to the case timeline with timestamps, delivery status, and sender info. Zero manual effort.

Team Inbox

No siloed conversations. Everyone on the case can see the full text history, pick up where a colleague left off, and stay in sync.

Compliance

TCPA-compliant opt-in flows, easy opt-out for clients, and a full audit trail. Built for firms that take compliance seriously.

MMS Support

Clients can text you photos of accident scenes, medical bills, police reports, and other documents — received and filed right in the case.

Frequently asked questions

How does texting work inside inTrial?
Each firm gets a dedicated phone number. From any case page, you can open the texting panel, pick a contact, and start a conversation. Inbound messages from clients appear in real-time and are automatically matched to the correct case. Every message — inbound and outbound — is logged to the case timeline.
Do we get a dedicated phone number?
Yes. Your firm receives a dedicated local phone number that you can share on business cards, letterheads, and client communications. Clients text that number and their messages route directly into inTrial, matched to their case.
Is texting TCPA compliant?
inTrial includes built-in opt-in flows so clients consent to receiving texts before you send them. Clients can opt out at any time by replying STOP. All opt-in and opt-out events are logged for your records, giving you a defensible compliance trail.
Are there additional costs for texting?
Texting is included in your inTrial Manage subscription at no extra charge. Standalone legal texting platforms typically cost $40–75 per user per month on top of your case management software — with inTrial, it is built in.
Is there a limit on the number of messages?
inTrial includes a generous monthly message allocation that covers normal firm usage. High-volume firms or firms running large bulk campaigns can purchase additional capacity. There are no surprise per-message fees for regular case communication.

Ready to see it in action?

Book a guided demo and we'll walk your firm through it. No contracts.

$199/user/month. All features included. Cancel anytime.