Keeping a record of customer texts for law firms
Clients text instructions and approvals. A clean, timestamped record of who agreed to what protects the firm and the client both.
What's on the line
Say a typical deal runs around $5,000 and even about 4% go sideways — that's real money resting on a text thread you might not be able to reproduce. The risk: a client disputing scope, fees, or an instruction they gave.
Capture these in every conversation
- Scope and fee arrangement
- Deadlines and next steps
- Client instructions and approvals
Works alongside Clio, MyCase, Salesforce.
Give your reps one number — keep every word
KeepTrace captures every customer text from a shared team number — timestamped, searchable, and yours to export in seconds.
See how it works →The figures above are illustrative — for framing your own numbers, not cited industry statistics. General information, not legal advice.
Explore
Updated August 2026