LegalVoice integrations
See exactly what each verified LegalVoice connection can do.
Each verified detail page documents the supported actions, mapped data, setup sequence, limitations, and failure boundaries for a specific provider path.
Providers still awaiting a tenant smoke test, partner documentation, or backend implementation remain labeled on the visual hub and are not published as searchable detail pages.
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.
8 verified integration detail paths
- Lead Docket: LegalVoice can create a Lead Docket opportunity after an eligible intake when the firm has configured its tenant URL, opportunity form, field contract, case-type mappings, and sync policy. Contact and matter fields are filtered to that tenant’s approved form; additional detail can be folded into the mapped summary, and a fuller intake note can be added only when the tenant API key and created opportunity ID are available. Rejections and connection failures remain visible for retry or staff review.
- Filevine: LegalVoice can connect to Filevine when a firm configures the required Gateway credentials, organization and user context, and provider policy. Existing-client lookup is read-only by default and withholds case phase until the caller’s identity or case is safely verified. Supported handoff actions—such as creating mapped records, adding an intake note or follow-up task, and attaching configured web-intake documents—require explicit enablement and should remain visible for staff review.
- SmartAdvocate: LegalVoice can connect to a firm-configured SmartAdvocate CaseSync environment for identity-aware contact and case lookup and explicitly approved notes, tasks, document, or mapped case actions. Each firm controls credentials, field mappings, identity checks, permissions, and which writes—if any—are enabled.
- Google Calendar: LegalVoice can use a firm-connected Google Calendar account to check configured availability, offer returned consultation times, create confirmed events, and cancel supported bookings. The firm controls calendars, appointment rules, timezone, duration, buffers, and who receives each event.
- Outlook Calendar: LegalVoice can use a firm-connected Microsoft 365 calendar to check configured availability, create consultation events, work with supported shared calendars, and apply online-meeting handling. The firm controls account access, calendars, appointment rules, timezone, and meeting policy.
- Gmail: LegalVoice can send configured intake, consultation, document, and staff follow-up email from a firm-connected Gmail mailbox after the account grants the required scopes. The connected firm mailbox remains the sender; LegalVoice does not silently substitute another customer’s mail identity.
- Outlook Email: LegalVoice can send configured intake, consultation, document, and staff follow-up email through a firm-connected Microsoft 365 mailbox. Available sender and shared-mailbox behavior depends on the tenant, account permissions, and mail scopes granted by the firm.
- Nintex AssureSign: LegalVoice can validate configured AssureSign credentials, list available templates, create an envelope from an approved template, and check envelope status in the selected sandbox or production environment. Firms control credentials, templates, signer fields, document content, and when a signing workflow may begin.
What verified means here
- The production repository contains the provider-specific path and the page’s documented actions match that implementation.
- Availability still depends on firm-owned credentials, scopes, tenant configuration, field mappings, and approved actions.
- A provider result must confirm a write, send, booking, or envelope action before LegalVoice reports it as completed.