Content Comparison

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If you do not have this feature and are interested in learning more, please contact us at 407.228.4400 option 2. Please note that you must be on version 10 of Prevail for this feature to work.

Video Link: Text Messaging Function in PrevailE-Training*: Prevail Enhanced Texting

Instructions

Set-Up process

Once you receive a message from us indicating your Twilio number has been set up, you are ready to begin texting clients.

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Go to the matter tab of the matter you would like to send the text message from
Click on the contact you would like to text from the Related Parties tree
Click on ‘Phone'
Select ‘Send SMS’ next to the number that you would like to text.
Type your text message
Click send

To Reply to Text Messages Sent by Your Clients:

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Go to your message list or the History tab for the matter associated with that text.

Viewing Text Messages:

When you receive a text from your client, you will receive a pop up indicating the message has come through.

You can view texts in two places:

Home Tab:

Double click on your message from the message list.

Click on the tab that says 'Text Message.'

You can also view texts by going to the correct matter.

History Tab

Navigate to the History Tab of the corresponding matter

Double click on the message to open the thread.

To Reply to Text Messages Sent by Your Clients:

Double click on the conversation to open using one of the viewing methods above.
Type your message.
Click ‘Reply.’

Note: If you receive a text message from a Contact who is attached to multiple matters, Prevail will display a list for you to choose which matter for the text message to be associated withautomatically attach it to both matters associated with that number.