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Client Services

Call Logging

Structured phone records with AI summaries and phone-system import.

Log every client call with classification, ordering facility, and LIS context. Add notes and attachments, resolve or reopen, generate an AI handoff summary, schedule pickups by email, generate add-on letters, or convert the call into a ticket. Optionally import call records from your phone system.

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Capabilities

What you can do

Classifications

Admin-configured call types that drive downstream actions.

Case tab

Tests, add-on letter, pickup, and ticket actions from the call.

AI summary

A short handoff summary stored on the call.

Phone-system import

Import call records and auto-log completed calls from VOXO.

Convert to ticket

Escalate a call into the email desk without rekeying.

AI that assists—people stay in control

AI summaries are drafts for internal handoff—review before sharing externally.

Connected features

Works hand in hand with

Client Services

Test Add-On Requests

From a client's phone call to a fulfilled add-on, with the paperwork done.

Starts from the call
Letter & email
Pending queue

Client Services AI

Email Ticketing

Shared mailboxes, turned into an organized ticket desk.

Two mail platforms
Cleaned message threads
Routing rules

See Call Logging in action.

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