Communication Center

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.

app.lextiff.com/communications

Communication Center

All channels — synced to the case file

+ New Message
Multi-Channel Send
Email SMS Letter
214
Total
96
Emails
84
SMS
12
Letters
61%
Open Rate
Sent 214 Scheduled Failed
Karen Page
Email
Signed Retainer Confirmation
Today
Delivered
Sameer
SMS
Deposition reminder — Jul 22
Today
Delivered
John Smith
Letter
Medical Records Request
Today
Mailed

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.

01

Template Library

Build reusable email, SMS, and letter templates with case merge fields.

02

Email

Send and receive case-related email, synced automatically to the file.

03

SMS

Send secure text updates and reminders with delivery tracking.

04

Letter Generation

Generate and mail formal letters and notices from case data.

05

Automated Reminders

Trigger deadline, appointment, and follow-up reminders automatically.

06

Call Logging

Log phone calls, voicemails, and call notes against the case.

07

Client Portal Messaging

Secure two-way messaging clients can access anytime.

08

Communication Log

Maintain a full, timestamped audit trail of every message sent.

Email

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

+ Compose
Re: Signed Retainer Confirmation Read
Medical Records Follow-Up Read
Insurance Adjuster — Claim Update Unread
Deposition Scheduling Confirmation Read

Compose

Insurance Adjuster — Claim Update

Merge fields filled automatically from the case record.

To adjuster@carrierco.com
Template Claim Status Update
Attachments Medical Records (3 files)
Scheduled Send Immediately
Status Draft
Send Email →

SMS — Martinez v. Rivera Logistics

Opted in 16 May 2026

Opted In Send SMS
Overview Templates Scheduled Opt-In Status Delivery Log

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%

SMS

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.

Letter Generation

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
Call Logging

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
Client Portal Messaging

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
Automated Reminders

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
Templates & Merge Fields

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
Communication Log

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 Templates
Medical Records Request Ready to Mail
Demand Letter — Carrier Co. Mailed
Engagement Letter Confirmation Mailed
Notice of Representation Mailed
Lien Negotiation Letter Draft

Letter preview

Medical Records Request

Merge fields filled automatically from the case record.

Recipient Memorial Health Records Dept.
Template HIPAA Records Request
Case Reference Martinez v. Rivera Logistics
Delivery Method Certified Mail
Signature Firm E-Signature Applied

Send Letter

Tracking number generated on send for certified mail.

✓ Generate & Mail Letter

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.

Automated reminders

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 Rules
4
Active Rules
Running
96%
Delivery Rate
Last 30 days
61%
Open Rate
Last 30 days
Scheduled Reminders
Deposition Reminder SMS · 24 hrs before
Discovery Response Due Email · 3 days before
Trial Date Countdown Email + SMS · Weekly
Missing Document Follow-Up Email · On no response

Communication 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

Compliance & audit trail

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
Client portal messaging

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
Start free trial →

Client Portal Activity

Manage Access

Portal 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

Resend Portal Invite →

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.

No credit card required · Setup same day · Cancel anytime