Review sensitive only

In one line: routine texts send themselves; anything about a change in the case waits for you.

Sends without you

• The welcome text when a client signs
• "Still working on it" check-ins, on the client's chosen schedule

Only if you have already switched that category on. This setting turns nothing on by itself, and a category cannot be switched on until Ross has written 50 texts of that kind, an attorney has approved every one, and not a word was changed.

Waits for you

• Case status changes - "your case has moved to litigation"
• Referral follow-ups after a case closes

Why those two

A status change is a sentence your client reacts to, and you are the one who takes that call. A referral follow-up is marketing, sent to a former client who may not have got the outcome they wanted - the highest TCPA exposure in this product, at $500 to $1,500 per message in statutory damages.

Never sends, in any mode

Settlement figures. Depositions. Court deadlines. Adverse rulings. Anything asking your client to take an action. Ross does not draft these at all - they stop before a text exists and come to you as a case update instead. No setting turns this off.

Changing your mind

Settings, then Automation, then How much do you want to read. It takes effect on the next text. You can also put one difficult client on their own setting from the client list, and that choice sticks even if you change this one later.

Compare: Review all or Full automation