Wired into the systems the firm runs on.
A firm that answers every call still loses the work if the note never reaches the file. The agent books into the real diary and writes the enquiry into the CRM, with the transcript attached, before anyone is out of their meeting.
01
Google Calendar
Consultations booked into the real diary at the next genuine gap, with the matter and the client in the entry.
Reads and books
02
Microsoft 365 & Outlook
On Microsoft 365 the Outlook diary is read live before a time is offered and the meeting written back with a Teams link. Calendar permission only, never mail.
Reads and books→
03
Calendly
For the intake calls you would rather the client confirmed, the agent reads your true availability and texts a single-use link that Calendly confirms.
Single-use links→
04
HubSpot
Callers recognised by number, new enquiries created, and every call, summary and transcript filed onto the timeline for whoever takes the matter.
Contacts and calls→
05
Pipedrive
Callers greeted by name from your people, unknown ones created, and every conversation filed against them with the transcript.
Contacts and calls→
06
Xero
Clients recognised from your Xero contacts, fee and invoice questions answered on the phone, and overdue accounts chased with a call.
$10/mo, 50c a min→
07
Slack & Microsoft Teams
Every call posted into the firm Slack or Teams channel as it ends, with the caller, what they wanted and a link to the transcript.
Call notifications→
Calendly
Scheduling
M
Custom MCP
Your own tools
GoHighLevel
CRM
G
Google Calendar
Calendar
HubSpot
CRM
O
Microsoft Outlook
Microsoft 365
Pipedrive
CRM
A
REST API & webhooks
Build your own
Trello
Boards
Xero
Accounting
Z
Zapier
7,000+ apps
Practice management the agent has never seen? Our REST API, webhooks and custom MCP tools are how a bespoke system gets wired in, and we quote and maintain that work. See every integration →