Communications

Your firm's phone company, inbox and fax line — inside the case.

A full cloud phone system with browser calling, transfers and voicemail. Gmail-class email synced two ways. Two-way texting and real fax. Every touchpoint transcribes, summarizes and files itself to the right matter — no copy-paste, no 'did anyone log that call?'

  • Warm and cold transfers, hold, ring groups, business-hours routing and per-user voicemail with transcripts
  • Undo send, snooze, schedule and labels on email — wired to the case, synced with your real mailbox
  • One universal inbox across calls, texts, email and fax — plus a per-case communications timeline
See every feature
Sarah Mitchell · (434) 555-0187
Matched to intake lead · MVA — rear-ended on Rt. 29
Answer VM
Live transcription
“…the adjuster called me directly again — I told them to speak with my attorney…”
Recording on AI summary → case Time captured

An inbound call, matched to its lead — recorded, transcribed and filed before you hang up.

Everything in Communications

Cloud phone system

Browser dialer on your firm's numbers — hold, park, warm and cold transfers, ring groups.

Voicemail with transcripts

Per-user and department boxes; every message transcribed, summarized and filed.

Recording & policies

Record by rule — with per-state consent policies and announcement handling built in.

Phone Hub

Every call in one place: recording, transcript, AI summary — attached to its case.

Text messaging inbox

Two-way SMS/MMS with Mine vs Firm scopes — attachments land in Documents automatically.

Gmail-class email

Undo send, schedule, snooze, labels and drafts — synced two ways with your real mailbox.

Real fax

Send and receive with cover sheets and delivery confirmations — no machine required.

Universal inbox

Calls, texts, email and fax in one queue — plus a per-case communications hub and timeline.

Threads on any comm

Discuss any call, email or text with your team — in a thread pinned to the item itself.

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Draft, redact, sign, deliver