Two-Way Text Messaging & Client Consent

Opt-in for SMS Notifications with DocketWise

Communicate securely with your clients via the client portal with Secure Portal Messaging

Secure Portal Messaging

Include your personalized email signature with outgoing email messages.

Email Signatures

CC and/or BCC firm members and contacts in your outgoing email messages from Docketwise

CCing and BCCing in Email Messages

Include contact and matter information in email messages with merge tags

Merge Tags in Email Messages

Have 2-way conversations with your clients via text messaging.

Text Message Conversations

Easily send email messages with attachments to your clients!

Sending Messages with Attachments

See how easy it is to send bulk emails or texts to contacts within DocketWise.

Bulk Text Messages and Emails

Email custom templates, like tasklists and welcome messages, right from Docketwise

Emailing Custom Templates

Client Communication

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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