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SMS/WhatsApp reminders for meetings

Purpose

1.1. Ensure clients, colleagues, and external participants receive timely reminders about upcoming legal meetings, hearings, or consults.
1.2. Minimize no-shows and improve meeting adherence in administrative law environments.
1.3. Standardize communication touchpoints, reduce staff manual work, and enrich the client experience.
1.4. Provide compliance tracking with auditable reminder history for legal and administrative requirements.

Trigger Conditions

2.1. Calendar event creation, update, or scheduled reminder time.
2.2. New case or meeting entry in case management/CRM platform.
2.3. Manual trigger by attorney or assistant from within a workflow dashboard.
2.4. API webhook call or CRM stage/status progression (e.g., from "pending" to "scheduled").

Platform Variants

3.1. Twilio
• Feature/Setting: SMS API — Configure the "Messages" endpoint to send SMS on meeting triggers.
3.2. WhatsApp Business API
• Feature/Setting: "messages" endpoint — Compose and schedule WhatsApp reminders; pre-template approval needed.
3.3. Plivo
• Feature/Setting: "Send SMS" API — Set recipient, sender, message, and trigger via webhook/callback.
3.4. Nexmo (Vonage)
• Feature/Setting: SMS API — Activate "send-message" event for each reminder request.
3.5. ClickSend
• Feature/Setting: SMS endpoint — Connect calendar/case events to SMS automation.
3.6. MessageBird
• Feature/Setting: SMS/WhatsApp options — Use "messages.send" on new event nodes.
3.7. Sinch
• Feature/Setting: Messaging API — Automate reminder sends through registered sender ID.
3.8. Infobip
• Feature/Setting: SMS and WhatsApp API — Setup "Send Message" flow with event connectors.
3.9. Bandwidth
• Feature/Setting: Messaging API — Configure webhook to trigger SMS on scheduled legal meetings.
3.10. Telesign
• Feature/Setting: SMS API — Integrate with calendar to push reminders based on event data.
3.11. Karix.io
• Feature/Setting: SMS/WhatsApp API — Design notification workflows per case activity.
3.12. Gupshup
• Feature/Setting: Messaging API — Link reminders to legal CRM with custom message templates.
3.13. Routee
• Feature/Setting: SMS API — Schedule and auto-send reminders for new meeting entries.
3.14. Soprano
• Feature/Setting: Messaging Gateway — Employ "send_message" for routine notifications.
3.15. Mitto
• Feature/Setting: SMS API — Attach outgoing texts to legal appointment objects.
3.16. Telnyx
• Feature/Setting: Messaging API — Map message events to calendar meeting times.
3.17. Textlocal
• Feature/Setting: SMS API — Trigger reminders from CRM/case admin modules.
3.18. Zenvia
• Feature/Setting: Messaging API (SMS/WhatsApp) — Automate messages tied to administrative hearings.
3.19. Kaleyra
• Feature/Setting: Messaging API — Set up event-based reminders for legal appointments.
3.20. Kaleyra WhatsApp API
• Feature/Setting: Template approval and trigger via calendar API integration.
3.21. Skyetel
• Feature/Setting: SMS API — Link case entry workflow with automated SMS notifications.
3.22. OpenMarket
• Feature/Setting: Global SMS API — Automate failsafe reminders for high-stakes meetings.

Benefits

4.1. Drastically reduce administrative burden on legal teams.
4.2. Improve client compliance and reduce costly no-shows.
4.3. Maintain robust audit trail for regulatory and internal documentation.
4.4. Support multilingual, channel-agnostic communications for diverse client bases.
4.5. Enhance professional reputation through consistent, reliable follow-up.

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