Text Clients From Perfect Practice.Keep Every Conversation With the Matter.
Communicate with clients and related parties without managing conversations in a separate texting system. Perfect Practice keeps messages, replies, unread activity, and matter context together in one workflow.
The conversation stays connected to the work.
Texting is most useful when the firm does not have to reconstruct the context afterward. Perfect Practice places texting inside the matter workflow, so staff can see who they are communicating with, which matter the conversation belongs to, and what has already been said.
From the matter to the client’s phone — and back again.
Secure message links give the client a simple experience while preserving the matter connection inside Perfect Practice.
Send from the matter
Open Communications, choose the client or related party, and send your message from the same record your team already uses.
The client receives a secure link
The text can direct the recipient to a secure Perfect Practice message page instead of placing sensitive content directly in the SMS.
The reply returns to the right matter
Replies submitted through the secure page remain associated with the original conversation and matter, helping eliminate manual matching.
No guessing where the reply belongs.
Because the secure conversation started from the matter, Perfect Practice already knows where the response should go.
Text without leaving the case.
Perfect Practice adds texting directly to the Communications area. Staff can work with existing texting-enabled phone numbers, view prior conversations, and keep messages tied to the same matter history used for the rest of the firm’s work.
- Conversation threads organized by phone number
- Contact, phone number, matter context, and latest message visible together
- Messages recorded as Perfect Practice communications
Know when a client has replied.
A global Communications inbox gives staff visibility across matters, while unread indicators and notifications help the right people notice incoming activity without checking every case individually.
- Relevant To Me, All, and Unread views
- Unread badges on conversation threads
- Configurable reply notifications
- Direct link back to the related matter
Give clients an easy way to read, reply, and share files.
Secure message links open a simple mobile-friendly page where recipients can read the message and respond. Firms can add phone verification, set link expiration, and allow attachments when appropriate.
- Optional last-four-digits phone verification
- Configurable secure-link expiration
- Attachment support for staff and client replies
- Optional verification before attachment downloads
Client texting without creating another disconnected system.
Two-way communication
Send messages and receive client replies while keeping the conversation inside Perfect Practice.
Matter-connected history
Keep text activity associated with the same matter and communication history your staff already uses.
Built-in opt-out handling
Recognize common opt-out requests and prevent outbound messages to recipients who have opted out.
Unread alerts and notifications
Help staff stay responsive with unread counts, inbox filters, and configurable reply notifications.
Secure attachments
Send files with secure messages and optionally allow recipients to upload files with their replies.
Firm-level controls
Configure verification, secure-link expiration, attachments, notification recipients, and the firm’s texting number.
Texting is more useful when it knows the matter.
Your staff shouldn’t have to copy conversations from another system, determine which case an incoming reply belongs to, or piece together communication history later. Perfect Practice keeps client texting connected to the matter from the start.
See how texting can fit into the way your firm already works.
We will walk you through matter-based conversations, secure message links, client replies, unread notifications, and the firm configuration options.
Schedule a 30-Minute Demo