As a result of recent phone carrier regulation changes, each Org sending SMS messages through Filevine must register their use case. Businesses that have not registered will experience failed SMS messages, and will be subject to increased message filtering.

Note: If you registered in 2022 under Tier 1, regulations required that you go through the process of registering as Low Volume in 2023. Refer to the Low Volume tier registration process. 

Orgs should register for the Low Volume Standard Tier, which includes up to 400 numbers and 3000 messages per day. Orgs that are interested in the Low Volume Standard Tier should register here. If your Org requires more messages or numbers than the Low Volume tier allows, contact your Filevine representative to discuss options.

• Regulations
• Messaging Tier
• How to Register

Regulations

In early 2021, AT&T and T-Mobile rolled out regulations for messages that are sent from an application to personal cell phones using 10-digit numbers (A2P 10DLC). These regulations are designed to make it easier for businesses to connect with their customers while countering spam over SMS and MMS. 

As part of these regulations, businesses sending SMS messages through the Filevine application must register their use case with these providers. If a business does not register and continues messaging through Filevine, it is likely that they will experience disruption of service. Your messages could be marked as spam or may not be delivered at all. 

Canadian Users

Any Org using Filevine to send SMS messages to clients in the US must be registered. This includes any Canadian Orgs sending SMS messages to US clients. 

SMS messages to US clients must be sent from a chosen registered number. Once a Canadian Org has registered, they will need to choose the numbers they will use to send messages to US numbers. The numbers available will depend on the chosen messaging tier, but the Low Volume Standard Tier will allow you to use up to five numbers for sending to US clients.

API and Workato Users

If your API calls are sending messages from a Filevine-owned number, these regulations will also restrict the number of messages sent from these numbers. If users are using API or Enterprise Automation to send messages through a project and are using one of Filevine’s SMS lines, this will affect them.

Customers using an independent line should verify with their provider (for example, Twilio) if they need to register under these regulations.

Messaging Tiers 

Tier registration is on a Filevine Org basis. Businesses with multiple Orgs must register each active Org within Filevine. Once the Org has been registered, each individual texting number can then be registered.

Low Volume Standard Tier

This tier replaces Tier 1. If you registered in 2022 under Tier 1, regulations require that you register again, now in the Low Volume Standard Tier.

This tier includes up to 400 numbers per Filevine Org, and will come at no additional cost to you.

Limits

If you exceed the messaging or Filevine Org phone number limits for the Low Volume Standard Tier, you will begin experiencing delivery failures. Your messages may be marked as spam. In some cases, waiting until the following calendar day to resend will successfully deliver the message, but this is not guaranteed. 

If you send more than 3000 messages to a single provider per day, contact your account manager to discuss options.

How to Register

To register for the Low Volume tier, fill out your information in the registration form. Once you have submitted the form, you can expect your registration to be approved in 8–14 business days. When you have been approved, you can register individual phone numbers.

Note: It is important that the information you provide matches what is included in your business registration with the IRS. This information is used for the sole purpose of verifying that the business is registered in the United States.

Low Volume Standard Tier

Filling out the registration form and selecting Low Volume will put you in queue for the Low Volume Standard Tier.

When filling out the form for the Low Volume tier, you can enter up to five phone numbers from your Org Phone Numbers list. Entering these numbers allows you to continue using them as you go through the approval process. Once you are approved, you still need to register these numbers in the Org Phone Numbers Advanced tool. 

Register Numbers

Once your Org has been registered, you can register already-existing texting numbers in the Text tab of the Manage Org Phone Numbers tool. 

If you are registered, you will see the number of registered numbers displayed on top of this tab. Unregistered numbers will be marked. 

To register a number, click + Register Number next to that number. (If your numbers are tagged as Unregistered and there is no option to register the number, you will need to first register the Org in the Registration tab.)

Once a number is registered, it cannot be unregistered except by deleting the number entirely.