Text Communications and Logging

Send and Receive Texts in Clarra

You can send text messages to Contacts directly from Clarra with the Twilio integration enabled. Sending a text automatically logs a record of the message in Clarra, posting it to the Communications page and the Communications tabs of the relevant Matter and Contacts. As with calls and emails, you can create timeslips for texts, which generate automatically if a duration is entered. 

Texting Contacts directly from Clarra streamlines your workflow and automates recordkeeping. To text from Clarra, your admin must set up the Twilio integration.

Admin Twilio Integration:

• You must configure Twilio in the Clarra Account Settings. For more information on configuring Twilio, contact Clarra Support.

Log Texts Manually

You can also log texts that aren’t sent or received via Twilio. The process for logging texts is similar to calls and emails. 

Navigate to Log a Text:

• Select the Communications section on the left
• Click “+ New Communications”
• Hover over “Log Communications”
• Select “Log a Text”

OR

• Select the “+” icon in the top right corner
• Hover over “+New Communications Item”
• Select “Log a Text”

Log a Text:

• Select “Text” as the “Type”
• Enter the duration of the text or use the running timer 
• Select which Contact the text was from
• Select which Contact the text was sent to
• Select which Matter the text is related to
• Choose Tags for the text (optional)
• Enter the text’s Subject
• Write a Description of the text (optional)
• Attach Files to the text record (optional)
• Select the Date and Time the text was sent
• Press “Save”