SMS, fax, and email

SMS setup

Prepare the firm configuration, consent practices, ownership, and readiness checks needed before text-message workflows are enabled.

SMS setup is a readiness and configuration page for firms evaluating an approved text-message workflow. It helps administrators document business use, recipient consent practices, sending identity, ownership, and routing before any service is treated as available.

Fax setup

Where separately provisioned, connect inbound and outbound fax activity to firm and case workflows.

Where fax service is enabled, fax setup connects a firm number and document-routing choices to case and mailroom workflows. Staff can send supported saved documents from a matter and review inbound or unmatched items in the appropriate work queue.

Email access and routing

Use firm-branded PlaintiffDesk addresses and purpose-built inbound addresses to route relevant communication to cases.

Email access and routing help relevant messages reach the case workflow through configured firm and case addresses. Staff can review inbound messages and attachments, assign unmatched mail, and begin prefilled correspondence from case context while continuing to use the firm’s approved email practices.

• Firm addresses can send system communication under the firm’s PlaintiffDesk subdomain.
• Dedicated inbound addresses can support automatic case routing where configured.
• Permissions and matching rules determine where messages become available.