BillyIntelliFirm

SMS Program & Opt-In Evidence

How users consent to text messages from Billy

This page documents the SMS program operated by IntelliFirm (a product of Solve Technology Solutions, LLC) and shows the exact in-app consent flow, so carriers and A2P 10DLC reviewers can verify it without a login.

What IntelliFirm is

IntelliFirm is legal-operations software for law firms. Its assistant, Billy, helps firm staff stay on top of billing and time entry. The platform is used by attorneys and firm administrators who hold an IntelliFirm account.

SMS is a small, optional part of the product: an opt-in reminder that nudges a user to log unbilled time. Messages are operational and account-related — they are never marketing or promotional, and consent is never bought, sold, or shared.

Who receives messages, and how they opt in

Only signed-in IntelliFirm account holders can enable SMS, and only for their own verified mobile number. Opt-in happens inside the authenticated app in Settings → Engagement reminders. Because the flow lives behind a login, the screenshots below are published here so reviewers can see the complete consent experience.

  1. In Engagement reminders, the “Text me (SMS)” toggle is OFF by default. No messages are sent unless the user turns it on.
  2. When the user turns the toggle on, a consent modal appears: “Turn on text reminders?” It states the full consent terms and links to the Privacy Policy and Terms.
  3. The user must click “I agree, turn on” to consent. Choosing “Cancel” leaves SMS off. Consent is not required to use IntelliFirm.
Engagement reminders settings showing the Text me (SMS) toggle in the off position by default.
Step 1 — The “Text me (SMS)” toggle is off by default in Engagement reminders.
Consent modal titled Turn on text reminders, with full SMS disclosure language and Privacy Policy and Terms links, and an I agree turn on button.
Step 2–3 — The consent modal with full disclosures. The user must actively click “I agree, turn on.”

The exact consent language shown to users

“By turning this on, you agree to receive operational SMS reminders from Billy at the mobile number you provide. Message frequency varies, and message and data rates may apply. Reply STOP to opt out or HELP for help at any time. See our Privacy Policy and Terms.”

Mobile opt-in data is never shared. SMS consent and phone numbers are used only to send the reminders the user requested. They are not shared with third parties or affiliates for marketing or promotional purposes, as stated in our Privacy Policy.

Sample message

Billy: Reminder to log your unbilled time for today. Reply STOP to opt out, HELP for help.

Required legal pages

Both pages are public and include SMS-specific disclosures, message frequency, “message and data rates may apply,” and STOP/HELP instructions.

Privacy PolicyTerms of Service