LegalVoice integrations

Structured legal intake, written back to the systems firms already run.

LegalVoice connects voice intake, web intake, outbound follow-up, calendars, email, documents, and case management so every lead becomes a clean operational record.

24/7 intake coverage Never let nights, weekends, or overflow calls disappear into voicemail.
Human handoff when needed Escalate sensitive or low-confidence situations to staff without friction.
Reviewable call records Keep transcripts, summaries, and follow-up context in one place.
Case management and CRM
  • Filevine, Clio, Salesforce, Litify, Lawmatics, MyCase, PracticePanther, SmartAdvocate, Smokeball, HubSpot, HighLevel, Actionstep, CASEpeer, and Assembly Neos paths.
  • Write contacts, matters, notes, tasks, documents, appointments, and follow-up outcomes.
  • Use OAuth where supported, service credentials where required, and signed webhooks for custom flows.
Operational rails
  • Google Calendar, Outlook Calendar, Gmail, Outlook, Twilio, Calendly, DocuSign, PandaDoc, and webhook workflows.
  • Approval gates keep sensitive SMS, email, signature, and CRM actions reviewable.