Claims teams can lose time chasing routine updates while clients wait for news about a case. FinLegal Claims Automation can provide a trigger when a Claim Status Change occurs, when a document is created, or when an activity is updated. Through Zapier, Mobile Message can turn one of those events into a plain SMS, giving the recipient a prompt notice without requiring a staff member to compose every message manually.

Use a status-change text to tell a claimant that the case has moved forward, or send a message when a document or activity is created. A new contact can also be created in FinLegal when someone texts your Mobile Message number, giving the team a record to review. The exact wording and recipient depend on the fields and process configured in Zapier. These are separate one-directional workflows, not a native integration or two-way synchronisation. FinLegal remains the place for claims and contact records, while Mobile Message handles the outgoing message. This can help teams make routine customer communication more consistent while keeping case work in its existing system.