Call Summaries & CRM Sync
Every call ends as a structured summary in your case management system
No manual data entry and no notes scattered across inboxes: the intake is in your CMS before the call is over.
The Problem
The call happened. The record did not.
Answering the phone is half the job. What the firm actually needs is the conversation in the file, in a consistent shape, without a second person typing it in.
Notes in three places
The receptionist writes on a pad, the answering service emails a message, the paralegal keeps a spreadsheet. Nobody has the whole call.
Re-keying into the CMS
Someone still has to open Clio or Filevine and type the same details in a second time, hours or days after the caller hung up.
Attorneys reading half a story
A name and a callback number is not intake. Without the facts and the qualification outcome, the attorney starts the conversation from zero.
The Summary
What a Reflekt summary contains
A clean, consistent summary of every conversation, ready to act on immediately. The same fields, in the same place, for every call your firm takes.
Structured intake, not a message.
Answering services take messages. Reflekt qualifies the matter and writes the structured data into your CRM/CMS at any volume, around the clock.
Caller identity & contact
Name, phone, email and preferred language, written to the contact record rather than a message pad.
Matter type & practice area
What the caller needs help with, classified against your practice areas so the matter lands in the right pipeline.
Key facts and dates
The answers to your practice-area-specific intake questions: what happened, when, where, and who else is involved.
Qualification outcome
Whether the matter met your screening criteria, so attorneys see fit before they see the file.
Next step taken
Consultation booked, live-transferred to the right person, or referred out. The summary records what happened, not just what was said.
Integrations
Written to the systems you already use
Reflekt Legal connects with the case-management and CRM platforms your firm already relies on, so you never have to change the way you work.
Don't see your integration? We'll build it.
See all integrationsBeyond New Leads
Works for existing clients too
A large share of inbound calls are not new leads. They are existing clients, adjusters, providers and vendors calling for a status update. Reflekt identifies the caller, looks up the case context and captures the routine update without pulling case managers away from active work.
When a call does need a person, it is live-transferred with context instead of a cold start. Either way, the conversation ends up on the file.
How smart call routing worksRoutine updates captured. Case managers uninterrupted.
Caller identified and matched to the right case
Status update written to the matter, not a sticky note
Live transfer with context only when a person is needed
Frequently asked questions
What is call summary software for a law firm?
Call summary software captures the substance of a phone conversation as a structured record instead of a free-form message. For a law firm that means caller identity and contact details, matter type and practice area, key facts and dates, the qualification outcome, and the next step taken, written directly into the case management system so no one has to re-key it.
Does Reflekt Legal write call summaries into Clio?
Yes. Reflekt Legal writes structured intake straight into Clio, as well as Lawmatics, Law Ruler, Lawcus, MyCase, Lead Docket, BackDocket, Filevine, Litify, Neos and more. Contacts are created or updated, matters are created and statuses are updated in the system your firm already runs.
When does the summary reach our CMS?
The intake is written during the conversation, so the record is in your case management system before the call is over. Attorneys and case managers can act on it immediately rather than waiting for someone to type up notes.
Does this work for calls from existing clients, adjusters and providers?
Yes. Reflekt Legal identifies the caller, looks up the case context and captures routine status updates without pulling case managers away from active work. When a call does need a person, it is live-transferred with context rather than a cold hand-off.
What if our case management system is not on the list?
Reflekt Legal integrates with the major legal practice-management, case-management and CRM platforms. If your firm runs something we do not connect to yet, we will build the integration.
Stop re-keying intake into your CMS
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