Legalboards SMS Integration

Yes — Mobile Message integrates with Legalboards. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Legalboards integration

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.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Legalboards and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new matter is created Legalboards · New Matter
Then Text the matter contact a confirmation Mobile Message · Send SMS
Use this Zap
When Instant A new legal follow-up is created Legalboards · New Follow Up
Then Text the client a follow-up reminder Mobile Message · Send SMS
Use this Zap
When Instant A new Legalboards contact is created Legalboards · New Contact
Then Create the contact in Mobile Message Mobile Message · Create Contact
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Legalboards supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 9
  • Move Card — Triggers when a card is moved.
  • New Board Team — Triggers when a board team is added.
  • New Card — Triggers when a new card is created.
  • New Card Member — Triggers when a card member is added.
  • New Clio Task — Triggers when a new clio task is created.
  • New Contact — Triggers when a new contact is created.
  • New Follow Up — Triggers when a new follow up is created.
  • New Matter — Triggers when a new matter is created.
Show all 9 triggers
  • New Task — Triggers when a new task is created.
Actions 3
  • Create Card — Creates a New Card
  • Create Contact Card — Creates a Contact Card
  • Create Matter Card — Creates a Matter with a Card

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Legalboards + SMS: common questions

Can Legalboards text a client when a matter is created?

Yes. Legalboards' New Matter trigger can start a Zap using Mobile Message's Send SMS action. The Zap can use the matter contact's phone number and relevant matter details in the message.

Can a new Legalboards follow-up send an SMS reminder?

Yes. New Follow Up can trigger Send SMS in Mobile Message. You can select the client number and write a reminder that reflects the follow-up recorded in Legalboards.

What is needed to connect Legalboards with Mobile Message?

Set up the Legalboards trigger and Mobile Message action in Zapier, map the available fields, and test the workflow. The setup requires no code, although you need accounts for Legalboards, Mobile Message and Zapier.

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