Law firms using legal practice management software Lawcus can now simplify their communication management and reduce time spent on call-related paperwork with VXT’s latest integration.
In case you’re new here lets first explain what VXT is and how it can help your law firm.
What is VXT?
VXT is the only cloud-based VoIP phone system designed for attorneys. It enables law firms to automate administrative tasks while delivering better client experiences, making internal and external communications more efficient. VXT integrates with leading practice management platforms, automating time tracking and paperwork to save law firms time and money.
On average, VXT saves each attorney approximately one hour per day on administrative work, allowing law firms to focus more on high value client work. Since launching five years ago, VXT has grown rapidly, supporting thousands of users worldwide and managing over 9 million calls.
What is Lawcus?
Lawcus is a legal practice management platform designed to help law firms manage cases, clients, and workflows with ease. Trusted by legal professionals around the world, Lawcus’ cloud-based solution provides the flexibility and functionality needed to support modern legal practices.
Why integrate your phone system with Lawcus?
So, now you know what VXT and Lawcus are, why would you want to link the two?
Well, attorneys have a lot of demands on their time. Answering calls, managing contacts, maintaining accurate file notes, and logging billable time are all necessary tasks, but these take up valuable hours.
With an average of 10 calls per day, it’s easy to lose track of time. And with much of this time spent on the phone undocumented, nearly 20% of billable time goes unrecorded. At small firms, attorneys often spend more than half their time on administrative tasks like call-related paperwork and note-taking.
The VXT-Lawcus integration handles these tasks for you by automatically tracking time spent on calls, transcribing and summarizing phone conversations, and allowing you to save file note details directly to Lawcus.
What Lawcus users get with VXT’s integration
With features designed specifically for law firms, the VXT-Lawcus integration comes with a number of key features. This includes:
- In-call notes: Capture conversations automatically with VXT’s AI phone call transcripts and summaries and save records of your calls against relevant cases and contacts in Lawcus.
- Contact syncing: Because VXT syncs with your client database from Lawcus, when you receive an incoming call that matches a Lawcus contact, VXT will display their name on the incoming call so you always know who's calling.
- Automatic call time tracking: You can set up automatic time tracking between VXT and Lawcus, ensuring your billable time on phone calls is never missed.
- Click to call: You can click to call straight from Lawcus by selecting highlighted phone numbers.
- SMS: VXT can be used to send and receive SMS, combining all of your communication into one central hub.
How to connect VXT with Lawcus?
An integration can sound complicated, by VXT has made it as simple and easy as possible to connect your phone system to your PMS. That means there’s no need for complex setups (and VXT's support team is available 24/5 to help).
In the video below, we’ll show you how to set up VXT’s integration with Lawcus.
If you can’t watch the video right now, check out the video summary below.
The VXT calling experience
I use VXT in my law firm, and I’d like to call a client named Karen. I could do that by clicking on a number inside of Lawcus to start the call, or I could search Karen by name or number in [VXT’s] top dial pad. Because I have called Karen recently, I’m just going to hit the big green button in the right hand corner.
When I'm on a call, all of the important controls are in the top right hand corner. We can see the duration of the call and we can manage the call some important buttons, such as muting the call, taking notes, transferring the call, and turning call recording on and off. You'll see that this call has been set up to record automatically, but I don't want to record the rest of this call so I'll turn that off.
Now let's take some notes about this call. I’m calling Karen about the formation of a trust that she wants to create so I'm just going to jot down the name of the trust.
Then I'm going to need some help from somebody in my team so I am going to tag my colleague Tom. After the call VXT is going to send the notes, the transcription summary and recording to Tom in the team tab. That's where you chat internally with your team members. It's also going to send him an email.
Saving the call to Lawcus
Let's hang up the call and see the first part of the Lawcus integration.
First, we're going to review the manual notes we took and decide if we need to add any more context. There's the manual notes and I'm happy with that.
I'm going to move on to saving it to a matter or lead. VXT is going to recommend matters and leads that are relevant to the client that I am calling. It will also save the call to the client profile.
I mentioned that I'm calling Karen about formation of a trust so let's click on that matter. Then I'm going to be prompted to save a time entry. I'm happy with it saving using my default rate from Lawcus and I'm also happy with the description. I could change it if I wasn't happy. Let’s hit save.
Now let's look at the call we just had. We can see the transcription of the call and you can see that it's perfect. We can also look at a summary. I can change the prompt used to create the summary for my law firm so that it matches my documentation style.
How the call looks in Lawcus
Let's take a look at this call in Lawcus. We will go to the info tab for the matter. Here we'll see the log of the call we just made so we'll click show more.
We'll see the parties on the call, the manual notes we made, summary, transcription, and a link to the call recording inside of VXT.
Now let's look at the time entry we saved. If we go to the time tab on the matter we'll see the time entry we just created.
Wrapping up
That’s a quick overview of VXT’s integration with Lawcus. Don’t have a VXT account? No problem!
To see how the VXT-Lawcus integration can help your firm then book in a free demo with our team today!
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