Best Text Message Templates for Clio Users
Clio firms can use these templates to respond to new leads, reduce missed consultations, request documents, send billing reminders, keep clients updated, and ask for reviews at the right time.
Last updated July 19, 2026
Recommended Clio texting workflow
Use text messages for short, operational communication: confirming a consultation, reminding a client about documents, recovering a missed call, following up after a consultation, or requesting a review after a positive client experience. Keep sensitive legal advice and detailed matter discussions in the firm’s approved communication process.
1. Intake
Reply quickly when a prospect calls, chats, or submits a form.
2. Appointment
Confirm consultations and reduce no-shows with reminders.
3. Follow-up
Request documents, send status updates, and clarify next steps.
Ready-to-copy Clio text message templates
Adapt these examples to your practice area, client expectations, consent language, and internal policies.
New lead response
01
When to use it: When a prospective client submits a form, starts a chat, or calls after hours.
Missed call text back
02
When to use it: When the office misses a call during intake, lunch, court, or after hours.
Consultation confirmation
03
When to use it: After a consultation is scheduled.
Consultation reminder
04
When to use it: The day before or morning of the consultation.
Document request
05
When to use it: When the firm needs records, photos, notices, contracts, or signed forms.
Document follow-up
06
When to use it: When a requested document has not come in yet.
Case status update
07
When to use it: When there is a real milestone or next step.
Appointment reschedule
08
When to use it: When court, staff availability, or client schedule changes.
Invoice reminder
09
When to use it: When a balance, consultation fee, retainer, or invoice needs attention.
Retainer follow-up
10
When to use it: After a consultation when a prospective client has not completed the next step.
Review request
11
When to use it: After a successful consultation, matter milestone, or closed matter when appropriate.
Referral thank-you
12
When to use it: When a client refers a friend, family member, or business contact.
Common mistakes to avoid
Sending legal advice by text
Use text for reminders, status updates, and next steps. Keep legal advice in the firm’s approved client communication process.
Using personal phones
Clients should be able to text the firm number, not individual staff members who may be off shift or unavailable.
Forgetting the next step
Every message should make it clear whether the client should reply, upload a document, pay an invoice, schedule, or wait for the next update.
FAQ
What are the best text templates for Clio users?
Start with intake response, missed-call text back, consultation confirmation, consultation reminder, document request, case update, invoice reminder, and review request templates.
Can Clio users text clients from a shared business inbox?
Yes, when business texting is configured alongside the firm's workflow. ConvertLocal can help plan the inbox structure and follow-up process.
Should every case update be sent by text?
No. Texting is best for simple status updates, reminders, and next-step notifications. Sensitive or detailed legal communication should follow the firm's normal secure communication policies.
Can law firms automate review requests?
Yes, review requests can be planned around appropriate client moments, such as a completed consultation, successful milestone, or closed matter, depending on the firm's policies.
Can ConvertLocal help a Clio firm set this up?
Yes. ConvertLocal helps firms configure texting, webchat, missed-call text back, review requests, and shared inbox workflows around their existing process.