Standard SMS Consent Language & Examples

Templates and examples for Client Scribe customers

Last Updated: January 2025

For Client Scribe Customers

This page provides compliant consent language, templates, and example messages to help you properly obtain SMS consent from your customers before sending messages through Client Scribe.

Required Reading: Before using these templates, review our Messaging Policy to understand all consent and compliance requirements.

1. Standard Consent Clause

Include this language (or substantially similar wording) in all contracts, intake forms, or onboarding agreements where you collect customer phone numbers:

STANDARD CONSENT CLAUSE (REQUIRED)

"By providing your mobile phone number, you agree to receive SMS feedback requests from [Your Business Name] via Client Scribe. Messages will contain secure links to review and provide feedback on your project deliverables. Message frequency varies based on project activity. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. For more information, see [Your Business Name]'s privacy policy or contact us at [your phone/email]."

Customization Notes:

Replace [Your Business Name] with your actual business name
Replace [your phone/email] with your support contact information
Keep all required elements: frequency, rates disclaimer, STOP/HELP instructions
Do NOT remove the "via Client Scribe" reference

2. Example: Signed Service Agreement

Add a dedicated SMS consent section to your service agreements or contracts:

EXAMPLE AGREEMENT SECTION

Client Information

Name: _________________________________

Mobile Phone: _________________________________

Email: _________________________________

☐ SMS Feedback Requests (optional but recommended for easy project reviews)

By checking this box and providing my mobile phone number above, I agree to receive SMS feedback requests from [Your Business Name] via Client Scribe. Messages will contain secure links to review project deliverables and provide feedback, notes, or approvals. Message frequency varies based on project activity. Message and data rates may apply. I can reply STOP to opt out at any time or reply HELP for assistance. For more information, I may review [Your Business Name]'s privacy policy or contact [your business] at [your phone/email].

Client Signature: _________________________ Date: _____________

Best Practice: Make SMS consent a clear, affirmative checkbox (not pre-checked). Present it as optional or beneficial, not required. This improves compliance and reduces opt-outs.

3. Example: Printed Intake/Onboarding Form

Use this format for paper forms collected in-person or during consultations:

EXAMPLE INTAKE FORM

[Your Business Name] - Client Information

Full Name: _________________________________

Email Address: _________________________________

Mobile Phone: _________________________________

Receive Easy Feedback Requests via SMS (Recommended)

Review your project deliverables easily! Get text messages with secure links to share feedback and approvals.

☐ Yes, send me SMS feedback requests

By checking this box, I consent to receive SMS feedback requests from [Your Business Name] via Client Scribe at the mobile number provided above. Messages will contain secure links to review deliverables and provide feedback. Message frequency varies. Message and data rates may apply. Reply STOP to opt out anytime. Reply HELP for assistance. Contact us at [your phone/email] for questions.

Signature: _________________________ Date: _____________

4. Example: Online/Web Form

For online booking or intake forms, present consent clearly with an unchecked checkbox:

EXAMPLE WEB FORM

Full Name *

[Text input field]

Email Address *

[Email input field]

Mobile Phone Number

[Phone input field]

Send me SMS feedback requests (recommended for easy reviews)

Submit

Critical: The checkbox must be unchecked by default. Pre-checked boxes do not constitute valid consent and may violate TCPA regulations.

5. Example: In-Store Signage or Printed Notice

If you collect phone numbers verbally or via simple forms, post this disclosure prominently:

Review Projects Easily via SMS!

Get secure links to review deliverables and share feedback—all from your phone.

By providing your mobile number, you agree to receive:

Secure links to review project deliverables
Feedback requests for work-in-progress and final deliverables
Reminders to complete pending reviews via Client Scribe

Message frequency varies based on your projects. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. Contact us at [your phone/email] with questions.

6. Sample Outbound Messages

Here are compliant examples of feedback request messages you can send through Client Scribe. Note the sender identification, secure links, and STOP/HELP instructions:

Example 1: Initial Feedback Request

Hi Sarah! This is Acme Photography via Client Scribe. Your wedding photo proofs are ready to review! Please share your feedback here: https://clientscribe.io/note/abc123 (link expires in 7 days). Reply STOP to opt out or HELP for assistance.

Example 2: Design Review Request

Hi John, your logo concepts are ready! Review the designs and let us know which one you prefer: https://clientscribe.io/note/xyz789. Questions? Call (555) 123-4567. Reply STOP to opt out. - Creative Studios via Client Scribe

Example 3: Final Approval Request

Hi Maria, your website mockups are complete! Please review and approve before we proceed: https://clientscribe.io/note/def456 - Web Design Co

Example 4: Reminder for Pending Feedback

Friendly reminder: We're waiting on your feedback for the brand guide. Please review when you get a chance: https://clientscribe.io/note/ghi789 (expires in 2 days). Reply STOP to opt out. - Brand Studio via Client Scribe

Example 5: Revision Feedback Request

Hi David, we've updated the floor plan based on your notes. Please review the changes: https://clientscribe.io/note/jkl012. Let us know if we're on the right track! - Architecture Firm

Message Best Practices:

Identify your business in the first message of any conversation
Include "via Client Scribe" in initial messages or periodically
Include the secure feedback link prominently in the message
Include STOP/HELP instructions in the first message
Mention link expiration if applicable (e.g., "link expires in 7 days")
Keep messages concise and focused on the review/feedback request
Include a callback number or email for questions

7. Text-to-Join / Keyword Opt-In (Advanced)

If you want customers to opt in by texting a keyword (e.g., "REVIEW") to a dedicated number, you must:

Clearly advertise the keyword and short code/number
Display full terms and disclosures near the keyword (poster, website, etc.)
Send an immediate double opt-in confirmation message

EXAMPLE SIGNAGE

Review Projects Easily via Text!

Text REVIEW to 555-123-4567

By texting REVIEW to 555-123-4567, you agree to receive SMS feedback requests from [Your Business Name] via Client Scribe. Messages will contain secure links to review deliverables and provide feedback. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.

For help: [your phone/email]

Auto-Response After User Texts "REVIEW":

Welcome to [Your Business Name] feedback requests via Client Scribe! You'll receive secure links to review deliverables and share feedback. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help, or call (555) 123-4567.

Note: Keyword opt-in requires additional setup with Client Scribe support. Contact us to enable this feature.

8. Compliance Checklist

Before sending your first message, ensure you have:

☑Obtained written consent from each recipient using language substantially similar to the standard consent clause
☑Included all required disclosures: frequency, rates, STOP/HELP, and sender identification
☑Documented and retained proof of consent (signed forms, digital logs, screenshots)
☑Ensured consent was a clear, affirmative action (not a pre-checked box)
☑Identified your business and Client Scribe in the first message
☑Configured STOP/HELP auto-responses in Client Scribe (done automatically)
☑Reviewed the Messaging Policy and understand your obligations

9. Additional Resources

Client Scribe Messaging Policy - Full compliance requirements
SMS Terms for Recipients - What recipients see
Client Scribe Privacy Policy - How we handle data

Need Help? Contact Client Scribe support at support@clientscribe.io for assistance with consent forms, compliance questions, or custom implementations.

Legal Disclaimer: These examples and templates are provided for informational purposes only and do not constitute legal advice. While we strive to provide compliant language, your specific business may have unique requirements based on your jurisdiction, industry, or use case. You are solely responsible for ensuring your consent practices comply with all applicable federal, state, and local laws, including the Telephone Consumer Protection Act (TCPA), state privacy laws, and carrier requirements. We strongly recommend consulting with a qualified attorney to review your consent forms and messaging practices before deploying SMS communications.