Sometimes you need to communicate the same information to multiple clients. Bulk messaging makes this efficient while maintaining personalization.
When to Use Bulk Updates
- Office closures or holiday schedules
- Staff changes affecting multiple cases
- Policy updates that affect clients
- Similar case milestone notifications
Creating a Bulk Message
- Go to Messages > Bulk Send
- Select client filter criteria
- Choose from case status, attorney, or date range
- Select or create your message template
- Preview personalized messages
- Schedule or send immediately
Filtering Options
- By Case Status: Target clients at specific stages
- By Attorney: Update a specific attorney's caseload
- By Case Type: Segment by injury type
- By Date: Cases opened within a range
Best Practices
- Always preview before sending
- Double-check filter criteria
- Use templates with merge fields
- Schedule non-urgent messages for business hours
Tracking Results
After sending, view delivery stats:
- Number of messages sent
- Delivery confirmations
- Client read receipts