CRM sync & logging
Clean data in your system, no retyping.
Your approved intake data can be delivered to your case-management system or shared inbox. The destination, fields, and permissions are set up for the firm and tested before launch.
Can deliver approved contact, incident, and screening fields.
Can attach the transcript and, when recording is enabled and permitted, the audio.
Maps approved fields to a lead or matter according to the firm's workflow.
Delivery can be scoped for Clio, MyCase, Filevine, Lawmatics, other supported systems, or a shared inbox.
Intake completes
The call produces a clean, structured record of the matter.
It syncs
The approved record is delivered to the configured destination after screening.
You work it
Approved fields and records arrive together without manual re-entry.
Staff never re-enter what the intake already captured.
Each qualified intake can become a structured lead or matter.
When included in the signed scope, the transcript is available for follow-up.
See CRM sync & logging in your firm's workflow.
Review the sample field map and test plan. The public demo does not write to a case-management system.
Book a call →