Filevine CRM

Case management software that helps law firms run like businesses with analytics, calendaring, document management, and more.
DESCRIPTION integrates with Filevine so each time one of our receptionists handles a call for your firm, the information will be automatically synced to your Filevine account. Your receptionist calls will now appear in the Activity tab of a Filevine project. For each call, the information displayed will include: the date and time of the call, the contact information of the caller, whether the call was inbound or outbound, and a detailed summary of the call. You can also review your handled calls with our call recording and transcription service.


" is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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