Registering a Phone Number for Text Messaging

Get a single phone number for the firm so everyone can send text messages.

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Transcript

How to Register a Phone Number:

1. Navigate to the "settings" section of the Intaker dashboard.

2. Select "phone number."

3. Please enter the phone number that texts will come from and link it to your existing phone.

Caution:

  • If your desired area code is not available, please try another area code nearby.
  • This only needs to be done once for your organization.
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