Telegram · Integrations
Share minimal request summaries with authorised office staff.
“I will bring the requested documents today. Could you notify my lawyer?”
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.
Send appointment confirmations, office directions and document lists through the client's preferred channel. Use firm-approved messages with supported integrations and communication consent, without exposing sensitive case details in open messages.
Share minimal request summaries with authorised office staff.
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.
Turn repeated calls about missing documents, meeting confirmations and case follow-up into a planned workflow. Contact clients under your communication permissions and calling rules, then pass their responses and callback requests to your team.
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.