Clear Consent
Unambiguous language stating that the recipient consents to receive SMS messages for the named purpose, including expected frequency.
A concise Client SMS Request Form reduces legal risk, documents consent, and ensures consistent messaging practices. It provides written evidence of intent and attribution needed under electronic-signature rules and consumer-protection frameworks while improving deliverability and customer clarity.
Teams that collect opt-in for business messages, each with different priorities.
Assign a single owner for storage and periodic review so consent records remain complete and defensible.
Confirm the technical stack before using the electronic Client SMS Request Form.
Typical integrations include SMS providers and CRM systems; supported platforms commonly include Salesforce, Microsoft 365, Google Workspace, and storage systems like Box or Google Drive for archival.
| Field | Configuration |
|---|---|
| Mobile Number Field | Require E.164 or +1 format validation |
| Consent Checkbox | Record timestamp and IP when checked |
| Opt-Out Field | Populate with standard STOP instructions |
| Audit Recording | Enable automatic capture of device and session data |
Unambiguous language stating that the recipient consents to receive SMS messages for the named purpose, including expected frequency.
Explicit instructions for opting out (reply STOP, a link, or other simple method) to satisfy consumer expectations and reduce complaints.
Capture signer metadata — timestamp, IP address, device — so intent and attribution can be demonstrated if challenged.
State how long consent records will be retained and provide contact details for questions or revocation.
Specify message types (reminders, alerts, marketing) and approximate message frequency to ensure informed consent.
Allow a handwritten signature, typed name with click-to-sign, or an electronic signature consistent with ESIGN/UETA requirements.
Provide required consumer disclosure per 15 U.S.C. §7001(c)
Retain health-related records for 6 years (45 CFR §164.530(j))
Ensure electronic records can be reproduced on demand for regulators
Confirm state-specific retention or disclosure rules before use
Maintain searchable audit trails for investigations
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |