Voice

Voice in your firm's workflow

Connect Zoom Phone calls, recordings, and transcripts with contacts and matters. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.

What this module covers

• Zoom Phone connection
• Call recordings and transcripts
• Consultation matching

How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.

See it with your own example

Start with an incoming call. Show how the team identifies the contact, reviews a transcript, and links useful details to a matter.

Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.

Explore related modules

• Prospects
• Nexus
• Dockets