CRM · Integrations
Transfer approved client intake and call notes to compatible fields.
“Our company would like to arrange a contract advice meeting.”
Request
For lawyer approval
During hearings, meetings or outside office hours, clients can still leave their requests. After the required identity checks, the assistant shares only case information approved by your firm. Questions requiring legal judgment are referred to a lawyer.
See who called, which case they asked about and which documents are outstanding. Use call summaries to identify follow-up work. Draft clear answers and next steps from the facts entered in the case-question workspace, with final legal review left to the lawyer.
Let clients choose an appointment over the phone. Where supported by your calendar connection, offer available slots, create bookings and collect change requests. Clarify the details of in-person or online meetings in one conversation.
Let clients choose an appointment over the phone. Where supported by your calendar connection, offer available slots, create bookings and collect change requests. Clarify the details of in-person or online meetings in one conversation.
Transfer approved client intake and call notes to compatible fields.
See who called, which case they asked about and which documents are outstanding. Use call summaries to identify follow-up work. Draft clear answers and next steps from the facts entered in the case-question workspace, with final legal review left to the lawyer.
Connections require compatible systems, authorised access and approval by your firm. No UYAP connection is promised. Legal advice, urgent deadlines and sensitive case information remain subject to lawyer review.
IntegrationsLawfonics
Discuss your needs, from client intake to appointments and case follow-up.