Communicate · Clients
Calls, texts and email, filed to the case. One shared inbox, with every conversation assigned to a case and a person.
Texts, logged calls and case email land in one inbox, where each thread is assigned to a case and to the person who owns it. The whole team can see where every client conversation stands.
- Text clients from the firm's numbers, logged to the case
- Log every call with its outcome, duration and notes
- Each case has its own email address to CC
- Queues for unassigned, snoozed and resolved threads
Instead of
- a texting app nobody logs
- a separate call log
Every text, call and case email on the case record.
Works with
Weighed against
The work, rule by rule
Communicate: questions firms ask
Each case has its own email address. CC it on a message and the email lands in the shared inbox, filed to that case. Direct Outlook and Gmail connections are coming, not live.
Yes. Texts go out from the firm's numbers and are logged to the case, so anyone on the team can see what was said. A RingCentral connection for calls and texts is in early access.
Your team logs each call with its outcome, duration and notes. The log sits on the case and its timeline, next to the texts and email.
Every thread is assigned to a case and a person. Queues show unassigned, snoozed and resolved threads, so a conversation with no owner is easy to find.
See Communicate with your case types. Thirty minutes, on your own practice.