Law firms that manage client intake through Legl often need to know when an Engage request changes state. A new request can arrive while fee earners are in meetings or working away from the intake dashboard. Legl's New Engage Request trigger can start a Zap that sends a Mobile Message SMS to the person responsible for review.

The trigger covers requests that are created or updated through stages such as Created, Sent, Ready for Review or Reviewed. That makes it suitable for an internal alert when a client matter needs attention, or for a carefully worded text to a client where the available information and consent support it. Mobile Message can send an SMS, send an SMS to a list or create a contact from the fields Legl provides.

Legl supplies a trigger in this connection and Mobile Message supplies the actions. Zapier transfers the selected request information, while you choose which stage should cause the Zap to run and who should receive the message. Review privacy, consent and message content before using client data in SMS, and test the workflow with sample records.