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SMS Consent & Opt-In

Last updated: October 25, 2026 · Clienty, by PortTech LLC

In plain English: Law firms use Clienty to text their own clients about their cases: appointment and court date reminders, payment reminders and invoices, document requests, intake forms, and replies to the client's questions. The firm asks the client for consent during intake and records it in Clienty before texting them. There are no marketing texts. Reply STOP at any time to opt out, or HELP for help. This summary is for convenience; the full text below is what applies.
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  1. 01Who Sends the Messages
  2. 02What Clients Receive
  3. 03How Clients Opt In
  4. 04Example Consent Language
  5. 05What a Text Looks Like
  6. 06Opting Out & Getting Help
  7. 07Privacy of Numbers & Consent
  8. 08Related Policies & Contact

1. Who Sends the Messages

Clienty is case-management software for law firms. Each firm that uses Clienty texts its own clients from its own toll-free number. The messages come from the law firm, not from Clienty: the firm's name appears at the start of every text, for example “Smith Law via Clienty: …”. Clienty is the software provider that delivers the messages on the firm's behalf.

Only people who are clients of the firm, and who have given the firm consent as described below, receive these texts.

2. What Clients Receive

Texts relate to the client's own legal matter with the firm and are limited to:

  • Appointment and court date reminders: Reminders of upcoming meetings with the firm and scheduled court dates.
  • Payment reminders and invoices: Notices that a payment is due and links to invoices for the client's own matter.
  • Requests for documents: Requests that the client provide documents the firm needs for their matter.
  • Intake forms: Links to intake forms the firm needs the client to complete.
  • Replies to the client's questions: Responses from firm staff when the client texts the firm a question.

Firms do not send marketing or promotional texts through Clienty. Message frequency varies with the client's matter. Message and data rates may apply.

3. How Clients Opt In

Consent is collected by the law firm, directly from its client, during intake. The firm asks the client in one of these ways:

  • Verbally: Firm staff ask the client during the intake conversation.
  • In writing: In the firm's engagement letter or intake paperwork.
  • Online: On the firm's own web form.

Firm staff then record the client's consent in Clienty by checking “Client consents to receive SMS communications” on the client's profile. Clienty's texting screen only lists clients whose consent is recorded, and anyone who replies STOP is blocked from every text the firm sends through Clienty.

Client profile in Clienty (firm staff view)
Illustration
Client consents to receive SMS communications
By checking this box, you confirm that the client has provided consent to receive text messages including appointment reminders, case updates, and other communications. Standard message and data rates may apply.
The checkbox and its wording as they appear in the Clienty app. Staff check it only after the client has agreed.

4. Example Consent Language

Below is example consent language a firm can use with its clients, on paper, on a web form or read aloud. Each firm uses its own name and wording; this example shows what the client is agreeing to.

What the client agrees to
Example
I agree to receive text messages from [Law Firm Name] at the mobile number I provided about my legal matter, including appointment and court date reminders, payment reminders and invoices, requests for documents, intake forms, and replies to my questions. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of hiring the firm. See our Privacy Policy.
Example only. “[Law Firm Name]” is replaced with the firm's name.

Consent to receive texts is not required to hire the firm or to receive its services.

5. What a Text Looks Like

Every text starts with the firm's name. The first text in a conversation ends with “Reply STOP to opt out.”

Sample text thread on the client's phone
Example
Smith Law
Toll-free number
Text from the firm: Smith Law via Clienty: Hi Maria, this is a reminder of your appointment with Smith Law on Tue, Nov 4 at 10:00 AM. Reply STOP to opt out.
Reply from the client: Can I bring my documents to that meeting?
Text from the firm: Smith Law via Clienty: Yes, please bring them. We'll review them together.
Reply from the client: STOP
Illustrative names, dates and wording. After the client replies STOP, the firm can no longer text that number unless the client replies START (or YES or UNSTOP).

6. Opting Out & Getting Help

Clients can reply to any text from the firm with one of these keywords:

  • STOP: Stops all texts from the firm's number. STOPALL, UNSUBSCRIBE, CANCEL, END and QUIT do the same.
  • START: Resubscribes after opting out (YES or UNSTOP also work).
  • HELP: Returns help information.

Opt-outs are honored immediately and recorded. Once a client opts out, the firm can't text that number from Clienty unless the client replies START (or YES or UNSTOP).

7. Privacy of Numbers & Consent

Mobile numbers and SMS consent are not shared with third parties for marketing purposes. For more on how Clienty handles personal information, see the SMS section of our Privacy Policy.

8. Related Policies & Contact

This page should be read with our Privacy Policy and Terms & Conditions.

Questions about a specific text should go to the law firm that sent it. For questions about this page or Clienty's messaging, email clientysupport@clienty.io.