Communication Center That Keeps Every Client Conversation in One Place.
Send email, SMS, and formal letters directly from the case file, log every phone call, and automate reminders — all captured in one timestamped, compliant communication history your whole team can see.
Communication Center
All channels — synced to the case file
The communication workflow
One Consistent Process for Every Client Touchpoint
Whether a message goes out by email, text, or mail, Lextiff routes it through the same templated, logged, and compliant process — so every conversation is accounted for.
Template Library
Build reusable email, SMS, and letter templates with case merge fields.
Send and receive case-related email, synced automatically to the file.
SMS
Send secure text updates and reminders with delivery tracking.
Letter Generation
Generate and mail formal letters and notices from case data.
Automated Reminders
Trigger deadline, appointment, and follow-up reminders automatically.
Call Logging
Log phone calls, voicemails, and call notes against the case.
Client Portal Messaging
Secure two-way messaging clients can access anytime.
Communication Log
Maintain a full, timestamped audit trail of every message sent.
Send, Receive, and Track Every Case Email From One Inbox
Connect your firm email and keep every message tied to the right case automatically. No more forwarding threads or hunting through personal inboxes to find what a client was told.
- ✓ Two-way email sync (Gmail and Outlook)
- ✓ Case-linked email threads
- ✓ Email templates with merge fields
- ✓ Attachment support with case file linking
- ✓ Read-receipt and open tracking
- ✓ Bulk email to case groups or referral sources
- ✓ Auto-filing of sent and received email
- ✓ Scheduled send
- ✓ Email signature management by user
- ✓ Spam and bounce tracking
- ✓ Client and co-counsel CC/BCC rules
- ✓ Searchable, firm-wide email archive
Case-linked inbox
Martinez v. Rivera Logistics
Email Thread
Recent Messages
+ ComposeCompose
Insurance Adjuster — Claim Update
Merge fields filled automatically from the case record.
SMS — Martinez v. Rivera Logistics
Opted in 16 May 2026
Messages
Messages Sent
38
Delivered
37
Replies Received
14
Failed
1
Reminder Types
Deposition Reminder
22 Jul 2026
Court Date Reminder
14 Sep 2026
Document Request
30 Jul 2026
Consultation Reminder
Recurring
SMS Details
Phone Number
+1 675 734 3432
Opt-In Status
Confirmed
Last Sent
Today, 9:14 AM
Delivery Rate
97%
Send Secure Text Updates Clients Actually Read
Reach clients on the channel they check most, while staying compliant with opt-in and consent requirements. Every text is logged automatically to the case timeline.
- ✓ Two-way SMS messaging
- ✓ Appointment and deadline reminders
- ✓ Delivery and read status tracking
- ✓ Opt-in / opt-out compliance (TCPA)
- ✓ Bulk SMS to case groups
- ✓ SMS templates with merge fields
- ✓ Auto-logged to the case timeline
- ✓ Character count and segment tracking
- ✓ Scheduled SMS
- ✓ Keyword auto-replies
- ✓ Multi-language templates
- ✓ Carrier delivery reporting
- ✓ Convert an SMS thread into a case note
Track every detail
Every Channel, Logged Against the Right Case.
Each case file has a dedicated communication record — not just a name and a phone number, but the full history of how, when, and what you told a client.
Generate formal letters and notices from case data, then print, mail, or send by certified mail.
- ✓ Merge-field letter templates
- ✓ Certified mail tracking
- ✓ Print and mail integration
- ✓ PDF export and e-signature ready
- ✓ Auto-filed to the case record
Log every inbound and outbound call, voicemail, and call note against the correct case.
- ✓ Call date, time, and duration
- ✓ Voicemail transcription
- ✓ Call notes and outcome tagging
- ✓ Caller ID matched to case
- ✓ Missed call follow-up alerts
Give clients a secure, two-way message thread they can access anytime, on any device.
- ✓ Secure client login
- ✓ Two-way encrypted messaging
- ✓ Document sharing in-thread
- ✓ Read receipts
- ✓ Mobile-friendly access
Trigger appointment, deadline, and follow-up reminders automatically across every channel.
- ✓ Rule-based reminder scheduling
- ✓ Multi-channel delivery (email + SMS)
- ✓ Deadline-linked triggers
- ✓ Escalation on no response
- ✓ Firm-wide reminder dashboard
Build reusable email, SMS, and letter templates that auto-fill from case and contact data.
- ✓ Drag-and-drop template builder
- ✓ Case and contact merge fields
- ✓ Version control by template
- ✓ Shared firm template library
- ✓ Approval workflow for new templates
Maintain a single, timestamped, exportable record of every message sent on any channel.
- ✓ Full multi-channel history
- ✓ Timestamp and sender tracking
- ✓ Exportable audit trail (PDF/CSV)
- ✓ Searchable by case or contact
- ✓ Retention policy controls
Letter generation
Generate Formal Letters in Minutes, Not Hours
Create engagement letters, demand letters, medical record requests, and formal notices using information already on the case file — then print, mail, or send by certified mail.
Letter queue — ready to mail
Letters
Manage TemplatesLetter preview
Medical Records Request
Merge fields filled automatically from the case record.
Send Letter
Tracking number generated on send for certified mail.
Secured · Auto-filed to case record
Template library
Build and store engagement letters, demand letters, and notices with reusable merge fields.
Print & mail integration
Print in-house or route directly to a mail service without leaving the case file.
Certified mail tracking
Every certified letter generates a tracking number and delivery confirmation on file.
Let the System Remember So Your Team Doesn't Have To
Set reminder rules once and let Lextiff trigger the right message, on the right channel, at the right time — for every case, automatically.
- ✓ Rule-based reminder scheduling
- ✓ Multi-channel delivery — email, SMS, or both
- ✓ Deadline-linked triggers from the court calendar
- ✓ Appointment and consultation reminders
- ✓ Document request follow-ups
- ✓ Escalation rules on no response
- ✓ Reminder pause and snooze controls
- ✓ Firm-wide reminder dashboard
- ✓ Per-client channel preference settings
- ✓ Delivery and engagement reporting
Reminder Rules — Martinez v. Rivera Logistics
Edit RulesCommunication Log
Total Messages
214
Opt-Outs Recorded
2
Failed Deliveries
1
Retention Period
7 Years
⚠ 1 SMS opt-out requires template review
Alert sent to compliance officer and assigned attorney
Every Message, Logged and Ready for Audit
Keep a defensible, timestamped record of every email, text, letter, and call — exportable in seconds if a client, bar association, or court ever asks what was communicated and when.
- ✓ Full multi-channel communication history
- ✓ Timestamp, sender, and delivery status on every message
- ✓ TCPA and CAN-SPAM opt-in/opt-out tracking
- ✓ Exportable audit trail (PDF/CSV)
- ✓ Searchable by case, contact, or date range
- ✓ Configurable data retention policies
- ✓ Role-based access to sensitive threads
Give Clients a Secure Place to Reach Your Firm — Anytime
Reduce phone tag with a secure, two-way portal thread clients can check from any device, with documents, updates, and messages all in one place.
- ✓ Secure client login with two-factor authentication
- ✓ Two-way encrypted messaging
- ✓ In-thread document sharing and e-signature requests
- ✓ Read receipts and response tracking
- ✓ Mobile-friendly access on any device
- ✓ Automatic case-status updates pushed to the portal
Client Portal Activity
Manage AccessPortal Status
Active
Last Login
Yesterday, 6:42 PM
Unread Messages
1
Documents Shared
9
Two-Factor Auth
Enabled
Notification Preference
Email + SMS
Client portal ready to use
Invite sent — awaiting first client login
Access can be revoked instantly if a case closes.
Everything Included in the Communication Center
All the tools firms need to email, text, mail, call, and message clients — with every conversation logged to the right case automatically.
| ✓ Email Sync (Gmail/Outlook) | ✓ SMS Messaging | ✓ Letter Templates | ✓ Communication Log |
| ✓ Case-Linked Threads | ✓ SMS Templates | ✓ Certified Mail Tracking | ✓ Audit Trail Export |
| ✓ Bulk Email | ✓ Bulk SMS | ✓ Print & Mail Integration | ✓ Opt-In/Opt-Out Tracking |
| ✓ Read Receipts | ✓ Delivery Tracking | ✓ E-Signature Ready Letters | ✓ Retention Policy Controls |
| ✓ Scheduled Send | ✓ Scheduled SMS | ✓ Merge Field Automation | ✓ Role-Based Access |
| ✓ Call Logging | ✓ Client Portal Messaging | ✓ Automated Reminders | ✓ Team Notifications |
| ✓ Voicemail Transcription | ✓ Two-Factor Portal Login | ✓ Reminder Escalation Rules | ✓ Reporting & Analytics |
| ✓ Shared Template Library | ✓ Document Sharing in Portal | ✓ Multi-Channel Delivery | ✓ Workflow Automation |
Reach Clients Faster.
Log Every Conversation. Stay Compliant.
Lextiff's Communication Center brings email, SMS, letter generation, call logging, and client portal messaging into one place — with a full audit trail your firm can rely on.
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