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Salesforce Native Texting App for Legal Firms

Maximize Billable Hours and
Accelerate Collections with
SMS for Legal Firms

Automate client intake, document collection, and billing follow-ups with Salesforce text messaging for law firms - no code. No middleware.

Speak to a Texting Professional Book a Demo
★★★★★ 4.9 / 5.0 · 1,200+ verified reviews ·
360 SMS - Client Inbox · Salesforce CRM for Legal
4
2
1
3
Client Conversations
David Chen9:03 AM
Docs uploaded - all done ⚖️
💬 SMS
Sarah Williams8:44 AM
Invoice paid ✓
💚 WhatsApp
Marcus ReidTue
What's my case status?
AI Bot
1
Priya KapoorMon
CONFIRM - Tuesday 10am ✓
💬 SMS
David Chen - Client
via Salesforce CRM · Chen & Associates
Hi David - welcome to Chen & Associates. To open your matter, please complete your intake form: chen.law/intake ⚖️
360 SMS · 9:01 AM · Delivered ✓
Done - also uploaded all my docs 📎
David · 9:03 AM
Perfect - your matter is open. Your attorney will be in touch within 24h. Reference: CHN-2847.
9:03 AM · Auto-logged ✓
✓ Intake complete · Matter record created · Attorney briefed in Salesforce
Type a message...
Template
Auto-logged · Opt-out managed · 15+ channels active Live
40%Increase in Billable
Hours Recovered
60%Reduction in Document
Chase Time
3×Faster Invoice
Collections
98%SMS
Open Rate
1,200+Verified
Reviews
AgentExchange · #1 Rated
Why legal teams choose 360 SMS

Get Back Your Billable Hours -
Automate Busywork & Administration

Every use case runs natively inside Salesforce - from client intake and document collection to case updates, deadline reminders, and billing. Click a use case to see it in action.

Client Intake

Capture essential case data early - automate preliminary interactions and follow-ups

Send and track links to important webforms - or replace webforms with text. Every response logs to the Salesforce matter record automatically. Legal advisors enter every consultation fully briefed.

  • ✓Intake form link fires when new client record is created in Salesforce
  • ✓Decision trees qualify case type, urgency, and legal specialization automatically
  • ✓Supports all practice types and sizes - solo practitioners to large law firms
50%
Faster intake
24/7
Intake available
0
Manual data entry
Client Intake · Salesforce Matter RecordLive
New Client · SMS Intake · Automated
Hi David - welcome to Chen & Associates. Please complete your intake form to open your matter: chen.law/intake ⚖️
360 SMS · 9:01 AM · Delivered ✓
Done - uploaded docs too 📎
David · 9:08 AM
Thank you - matter opened. Ref: CHN-2847. Your attorney will be in touch within 24 hours.
9:08 AM · Auto-logged ✓
✓ Intake 50% faster · Attorney briefed · Matter record created in Salesforce
50%
Faster intake
24/7
Available
0
Manual entry
Document Collection

Documents arrive timely - cases move faster - deadlines don't get missed

The reminder runs without a paralegal manually tracking every outstanding document for every active matter. Documents arrive on time. Cases move faster. Deadlines don't get missed because intake stalled.

  • ✓Secure upload link fires automatically when document is missing from case file
  • ✓48-hour and 7-day follow-ups - no paralegal tracking required
  • ✓Link tracking - attorney knows exactly who opened and who ignored
↓60%
Doc chase time
89%
Link click rate
0
Paralegal tracking
Document Collection · Branded Links · SalesforceRunning
Missing doc detected - secure upload link fires automatically
"Please upload your medical records: chen.law/docs/CHN-2847"Sent ✓
Link opened by David - upload pendingTracked ✓
Document received · Matter stage updatedReceived ✓
✓ Doc delays ↓60% · Attorney knows who opened · All logged in Salesforce
↓60%
Doc chase time
89%
Click rate
0
Paralegal tracking
Appointments & Deadline Reminders

Confirm and reschedule appointments to maximize billing - never miss a court date

Remind the client of critical due dates, share disclosures, invoices, notes, and more. Track case progress and documentation and send relevant personalized follow-ups to keep clients on their feet.

  • ✓Appointment reminders with CONFIRM and RESCHEDULE keywords - self-service
  • ✓Court date and filing deadline reminders at 7 days, 48 hours, and morning-of
  • ✓Call forwarding and auto-response when advisors are away
↓60%
No-shows
0
Missed deadlines
↑40%
Billing recovered
Deadline & Appointment Reminders · SalesforceActive
Court date in 7 days - reminder sequence fires from Salesforce
7-day reminder · "Court date Jan 22, 9am - reply CONFIRM"Sent ✓
David replied CONFIRM - Salesforce record updatedConfirmed ✓
Morning-of reminder + location + required docsSent ✓
✓ No-shows ↓60% · Zero missed deadlines · Billing maximized
↓60%
No-shows
0
Missed deadlines
↑40%
Billing recovered
Case Updates & Tracking

Push updates at every case stage - keep clients informed and reduce inbound calls

Track case progress and documentation and send personalized follow-ups. Push updates each time compliance status changes. Legal clients prefer lawyers that know their case - and keep them informed without being asked.

  • ✓Case stage updates fire automatically from Salesforce matter record
  • ✓Compliance and regulatory date updates push to clients automatically
  • ✓Automatic assignment - same advisor originates all client messages for trust
↓50%
Inbound calls
+38%
Client satisfaction
0
Manual updates
Case Stage Updates · Full Lifecycle · Salesforce Running
⚖️ MATTER CHN-2847 - STAGE UPDATE
"Hi David - your case has advanced to Discovery. We've issued the subpoenas and expect responses by Feb 5. We'll update you at each stage."

→ Next: Deposition → Trial Prep → Settlement - each fires automatically
✓ Client informed · Inbound calls ↓50% · Always same advisor number
✓ Compliance and regulatory dates pushed automatically
✓ All updates logged to Salesforce matter record
↓50%
Inbound calls
+38%
Client satisfaction
0
Manual updates
Billing & Collections

Automate alerts, improve collections - send on-brand URLs clients trust and use

Set up custom billing and reporting processes inside Salesforce. Payment confirmation texts fire instantly. Invoice reminders escalate on schedule. Every billing interaction is logged to the client matter record.

  • ✓Invoice sent with on-brand shortened URL - clients trust and pay via link
  • ✓Overdue reminders escalate automatically - no manual collections chasing
  • ✓Payment confirmation fires instantly - matter record updated in Salesforce
3×
Faster collections
↓80%
Late payments
0
Manual chasing
Billing & Collections · Salesforce MatterRunning
✓
Invoice generated · "Hi David - invoice #INV-847 ($4,200): chen.law/pay/847"
✓
David pays via branded link - confirmation fires instantly
✓
Matter record updated · Receipt sent · Case moves forward
✓
Overdue: escalation sequence fires on schedule - attorney alerted
✓ Collections 3× faster · Late payments ↓80% · All logged in Salesforce
3×
Faster collections
↓80%
Late payments
0
Manual chasing
AI Client Support

Give yourself more legroom - respond at your convenience with call forwarding

Auto-response when advisors are away. Speak to case applicants one-on-one through text or call them for clarity when legal advisors get stuck. The AI handles routine queries 24/7 - escalating urgent matters instantly.

  • ✓AI handles routine client queries 24/7 - case status, document requests, billing FAQs
  • ✓Auto-response and call forwarding when advisors are unavailable
  • ✓Urgent matters escalated to attorney instantly - no missed client emergencies
24/7
Client support
↑40%
Billable hours
0
Missed urgents
AI Client Support · 24/7 · Salesforce MatterRunning
✓
Client asks "When is my next court date?" - AI answers instantly
✓
Billing FAQ handled: outstanding balance, payment link re-sent
✓
Advisor away - auto-response + call forwarding activated
✓
Urgent matter detected - attorney notified instantly, no delay
✓ 24/7 client support · Billable hours ↑40% · No missed emergencies
24/7
Client support
↑40%
Billable hours
0
Missed urgents
Legal Teams
Ready to maximize billable hours?
See 360 SMS running inside Salesforce for legal firms in a free 20-minute demo.
Book a Demo →
How it works

Automated. Inside Salesforce. Zero code

Intake · Documents · Updates · Billing · Close - every client matter handled automatically.

Client Intake
Welcome text · Form link · Decision tree · Salesforce matter record
50% faster intake01 / 04
1
New client record created
Salesforce triggers intake form link and welcome text instantly
2
Preliminary evaluation runs
Decision tree qualifies case type, urgency, and specialization
3
Case data captured in Salesforce
Attorney assigned · matter record created · file opened
4
Document requests triggered
Missing doc checklist fires automatically · no paralegal needed
Intake 50% faster · Attorney enters consultation fully briefed · All logged in Salesforce
Document Collection
Secure links · Link tracking · Auto follow-ups · Salesforce
Doc delays ↓60%02 / 04
1
Missing doc detected in Salesforce
Automated request + secure upload link fires to client
2
Link tracking in Salesforce
Attorney sees who opened and who hasn't responded
3
48-hour follow-up fires
Reminder runs automatically - no paralegal tracking needed
4
Doc received · Case moves forward
Stage updated · attorney notified · deadline protected
Documents arrive faster · Cases move on time · No paralegal manual tracking required
Deadlines & Appointments
7-day · 48-hour · Morning-of · CONFIRM/RESCHEDULE · Salesforce
Zero missed deadlines03 / 04
1
Critical date logged in Salesforce
Court dates, filings, consultations trigger reminder sequences
2
7-day and 48-hour reminders
Personalized with case context and required documents
3
Client confirms or reschedules
CONFIRM / RESCHEDULE keyword · record auto-updated in Salesforce
4
Morning-of reminder + briefing
Location, time, required items · client arrives prepared
Zero missed deadlines · Clients arrive prepared · Attorney billing maximized
Billing & Collections
Invoice · Payment link · Confirmation · Escalation · Salesforce
Collections 3× faster04 / 04
1
Invoice generated in Salesforce
Invoice text with on-brand payment URL fires automatically
2
Client pays via branded link
Trust built by familiar URL · payments without phone calls
3
Confirmation fires instantly
Matter record updated · receipt sent · case moves forward
4
Overdue escalation sequence
Reminder escalates on schedule · attorney alerted if critical
Collections 3× faster · Late payments ↓80% · Revenue and collections improved
⚡ AI Use Case · Legal

AI-Powered Client Support
for Law Firms. 24/7

Legal advisors spend the bulk of their time in administration - it's time to flip that ratio. 360 SMS AI agents handle routine client queries, document requests, appointment reminders, and billing follow-ups - automatically inside Salesforce. Attorneys get back their billable hours. Clients get answers without calling the firm.

Automated Client Conversation Summaries
Generates concise summaries of legal conversations, highlights important discussion points, and identifies follow-up actions automatically after client interactions.
Improve case communication accuracy
Multilingual Legal Client Messaging
Translates client conversations and legal updates across SMS and messaging channels to support multilingual communication seamlessly across all practice types.
Serve clients more confidently
Professional Message Refinement
Refines legal communication by improving tone, clarity, and professionalism while preserving the original context and intent of the message.
Maintain professional client communication
Achieve end-to-end legal communications with a single app integration - no code. Integrates with Clio.
All client interactions auto-logged to the Salesforce matter record. Data stays inside your org.
See AI in action →
Salesforce Native · Clio Migration · All Practice Sizes
Platform & Legal Specializations

Supports all sizes and types
of legal practices

360 SMS is highly customizable and adapts to any operational size and the legal specialization your practice provides. Integrate or migrate from Clio. All data stays inside Salesforce - secure, auditable, and compliant.

All practice sizes supported
Solo practitioners, attorneys, small firms, mid-size and large law firms, full-service law firms, and in-house counsel - all supported and fully customizable.
Clio migration
Migrate from Clio - the leading legal practice management platform. All case data, matter records, and client interactions synchronized inside Salesforce.
Secure and compliant communications
TLS-encrypted callouts. Branded custom domain URLs for trusted payment and document links. Double Opt-In consent management. Full audit trail inside Salesforce.
All legal specializations supported
Civil litigation, criminal defense, personal injury, family law, real estate, IP, immigration, employment, bankruptcy, business law, elder law, and more.
Salesforce-Native Legal Platform
Supported legal specializations
✓
Civil Litigation · Criminal Defense · Personal Injury
✓
Family Law · Estate Planning · Real Estate Law
✓
IP Law · Immigration Law · Employment Law
✓
Bankruptcy Law · Business Law · Compliance Law
✓
Elder Law · Government Law · Administrative Law
✓
General Practice · In-House Counsel · Solo Practitioners
Migrate from Clio · Salesforce Native
All client and matter data stays inside Salesforce. Secure, auditable, compliant - for every legal specialization.
CONTACT US

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in an hour or less

Whether you need a 360 SMS demo, a pricing quote, or help with setup in Salesforce, our team is available 24x7 across the US, UK, AU, and IN.

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