Solicitors, accountants, financial advisers, consultants, and other professional services firms use BritishText to keep clients informed, reduce no-shows, and get paid faster.
Professional services is built on trust and communication. SMS is the fastest, most reliable way to keep clients informed and engaged throughout their journey with your firm.
Appointment reminders
Automated appointment reminders reduce no-shows and late arrivals for consultants, solicitors, accountants, financial advisers, and other professional services firms.
Send reminders 48 hours and 2 hours before appointments
Allow clients to confirm, reschedule, or cancel via SMS reply
Reduce chargeable time lost to last-minute cancellations
Include location, parking, and preparation instructions
Invoice and payment notifications
Notify clients when an invoice has been issued and send gentle reminders for overdue payments. SMS significantly improves payment speed compared to email-only invoicing.
Invoice issued notifications with a link to view and pay
Automated payment reminders at 7, 14, and 30 days overdue
Payment received confirmation messages
Reduce debtor days and administrative chasing time
Document ready alerts
Let clients know when important documents are ready for review or collection — contracts, reports, accounts, legal documents, or insurance schedules.
Instant alert when documents are ready in your client portal
Secure link to your document management system
Signature request reminders for outstanding approvals
Reduce “is my document ready?” inbound calls
Client onboarding
Guide new clients through your onboarding process with timely SMS prompts — ID verification, document uploads, portal registration, and welcome communications.
Welcome message with portal login instructions
Step-by-step onboarding prompts and reminders
ID and document submission reminders
Onboarding completion confirmation
Deadline and compliance reminders
Alert clients to upcoming deadlines — tax return dates, renewal dates, compliance submissions, and contract review dates. Help clients never miss a deadline.
Automated deadline reminders based on client data
Annual recurring reminders for subscription renewals and reviews
HMRC and Companies House filing deadline alerts
Policy and contract renewal prompts
Meeting and case updates
Keep clients informed on progress without lengthy phone calls. A brief SMS update builds trust and reduces client anxiety during long-running matters.
Case progress updates for legal, financial, or consulting matters
Meeting follow-up summaries with next steps
Milestone notifications for project deliverables
Two-way SMS for quick client responses without a phone call
Compliance matters in professional services
For regulated firms, client communications must meet professional conduct standards. BritishText helps by:
Maintaining full audit logs of all messages sent
GDPR-compliant data processing with UK-based storage
Data Processing Agreements available for regulated entities