280 calls a day
Business line with recording and routing
Your own number. Calls recorded after a consent message, transcribed, filed against the client, and routed to the right staff member.
Call · Middle of the 3 to 11 week range, plus number porting time if you keep your number.
An incoming call from H. Nakamura shows a consent message playing, then recording starts. A transcript types in with speaker labels, the call is routed to Priya who is assigned to this client, and when the call ends it becomes an entry in the client's timeline labelled call, three minutes, transcript saved, auto-deletes in 90 days.
How it works
Step by step.
01
A call comes in
On a Canadian number in your firm's name.
02
The consent message plays
Then recording starts, and consent is logged against the call.
03
It is transcribed and routed
To the staff member assigned to that client. Priya gets Priya's clients.
04
It lands in the client's timeline
Between the last text and the last email. Auto-deleted after the retention period you set.
What you get
Included in the build.
- Your own Canadian number, ported or new
- Consent announcement before any recording
- Transcripts filed against the client
- Routing by client assignment or by staff schedule
- Retention you set, default 90 days, then deleted
Works with
- Microsoft 365
- Karbon
- CCH iFirm
Your data on this system
Calls are recorded only after a consent announcement plays, and consent is logged with each recording. Recordings and transcripts auto-delete after a period you set (default 90 days). Numbers are Canadian.
Typical timeline
Middle of the 3 to 11 week range, plus number porting time if you keep your number.
FAQ
Business line with recording and routing questions
With notice, a stated purpose and consent, yes. The consent message covers that, and we recommend your counsel confirms the wording for your province.
Yes. Numbers can be ported. Porting takes time we cannot control, so we plan for it.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.