A new matter or follow-up appears in Legalboards while your team is handling calls, documents and deadlines. If the client needs a prompt update, relying on someone to notice the new record and send a separate message can add avoidable delay. A Zap can turn selected Legalboards events into direct SMS actions in Mobile Message.

For example, a new contact can create a Mobile Message contact, while a new follow up can send the client a reminder or next-step message. New matters and new tasks can also trigger an SMS when the relevant phone number is available in the Legalboards data. This is useful for firms that want clients to receive timely confirmations while Legalboards remains the place where work is organised. Zapier passes the selected event into the chosen Mobile Message action, so you decide which records deserve a text and what the message should say.