Law practice: convert inbound chats into CRM call tasks

Intake paralegals and sales reps miss inbound chat leads, risking lost client matters and missed retainers. Creating CRM call tasks from each chat ensures follow-up happens quickly so staff capture prospects.

Overview

Law firms lose prospective matters when inbound chats go unanswered. Turning every chat into a CRM call task shifts responsibility to intake paralegals and sales reps so outreach starts quickly and missed follow-ups are eliminated. Customers report faster response times and cleaner handoffs once this workflow is in place.

Notable Features

Create CRM call tasks from chats
Attach full chat transcript to task
Route tasks to the right rep