A client communication or new file can arrive while a case team is handling another matter. Case Status users can use New Client Communication Activity or New File Activity to start Zapier workflows that send an SMS through Mobile Message. This gives the right person a prompt signal that a case needs review.

A new communication activity can text the assigned operator with the case reference and message details. New File Activity can alert the team that a client has added information to a case. If a client texts the Mobile Message number, Inbound SMS Received can run Case Status actions such as Send Message, Create a New Appointment or Update the Status of a Case, depending on the workflow you choose.

Case Status remains the platform for client matters, communication and case updates. Mobile Message handles SMS delivery, and Zapier passes the fields between the accounts. Each workflow is one-directional, so you can decide whether an event should alert staff or whether an inbound text should create a visible action in the case.