Quickly send calls to the right person

Easily transfer calls so clients get answers right away.

Choose the right transfer for the call‍

In VXT, you can make warm transfers (where you speak with the receiver while the caller is placed on hold) or cold transfers (which redirects the caller to the receiver without any prior conversation or explanation). You can also transfer a caller straight to the receiver's voicemail if they're unavailable.

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Collaborate with your team using Mentions

‍If the teammate you’re transferring to can’t pick up, you can leave a note from the caller with Mentions. VXT will automatically share any notes you took, the call recording, and the transcript in VXT Team and by email, so your teammate has everything they need to follow up.

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Frequently asked questions

How do I transfer a call in VXT?

There are two kinds of transfers in VXT, warm, and cold. Check out our support article to learn how they both work.

What’s the difference between a call transfer and call forwarding?

Call transfers move a live call to someone else, while forwarding sends a call that hasn’t been answered to another number.

Still got questions?

See our documentation page for more information on this feature.
See support documentation

Integrated with your legal software

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8am MyCase
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Filevine
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Lawmatics
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EvolveGo
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Mitimes
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Lead Docket
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PracticePanther
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OneLaw
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Lawcus
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NetDocuments
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Unity
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iManage
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4.9
"Ease of use, integration with our practice management software and great team supporting their product."
4.5
"VXT is an effective and user-friendly addition to our toolkit."
4.8
"Easy set up with the VXT team, who  were available the whole way through. The software is really easy to use"

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