KEA SMS Integration

A client texts a lawyer outside business hours with a question about their matter, and that text sits on a phone until someone remembers to check it, write it up properly and decide who on the team should actually deal with it. KEA is built to hold that information properly once it is logged, with actions to create a new ticket, open a task, start a matter or upload a file against the right record so nothing depends on someone's memory of a phone screen.

The part that still gets missed is turning the text itself into something inside KEA. Connected through Zapier, a message a client sends in through Mobile Message can be turned straight into a new ticket for the team to pick up, a task assigned to the right person, or in the case of a new client, a fresh matter ready to be opened properly.

None of this runs the other way, since KEA does not send its own events into Zapier for Mobile Message to react to. For a firm that already texts clients about appointments or documents, it closes the gap between a message landing on someone's phone and that message becoming a record the practice can actually work from.