Calling and SMS for Smokeball - VXT Integration

May 16, 2023
 min read

Hi, It’s Luke here.

In this video I'm going to show you VXT’s integration with Smokeball.

If you can’t watch the video right now, check out the summary below!

What is VXT?

VXT is a cloud-based VoIP phone system built for law firms.

Smokeball Integration Features

Automatic File Notes

With VXT’s Smokeball integration you can automatically record notes from phone calls as completed tasks in Smokeball.

Automatic Time Entry

20% of time spent on phone calls goes unrecorded. With VXT you can automatically record the time that you spend on phone calls as time entries.

Understand Who is Calling

Because VXT syncs your client database from Smokeball, when you receive an incoming call that matches a Smokeball contact, VXT will display their name on the incoming call so you always know who's calling.

Mobile and Desktop Applications

The integration works on mobile and PC so no matter where you're making calls you can save them in Smokeball.

These features are just a few examples of how VXT helps Smokeball users save time, record more billable hours and mitigate risk.

The VXT Calling Experience

So my Law Firm uses VXT as its phone system, and I want to make a quick call.  Because my contact list from Smokeball is synced, I can search my Smokeball contacts by name or number, or of course use the dial pad to enter a new number.

When I'm on a call, there are a bunch of controls in the bottom right hand corner of the screen. I can click the plus button to add someone to the call, to make a conference call, or transfer the call to a colleague.

I can take my own manual notes during the call, as well as record the call, with the option to turn call recording off and on throughout the call. After the call, the recording can be transcribed and saved against a matter in Smokeball.

When that’s all done, I review the notes that I took during the call and hit save. Now all of the data associated with the call I just made is saved in Smokeball.

How it Looks in Smokeball

To take a look at my call in Smokeball, I go to the matter that I saved the notes to and navigate to tasks. I can then see my completed task and if I open that up I can see the parties who were on the call, the manual notes that I took during the call, the date and time and the transcription.

I also see a link which I can copy and paste into my internet browser to go and review the audio recording in VXT.

If I go take a look at the fees, I can see the fee that VXT has created in Smokeball.

If you want to find out more about the VXT platform, like analytics, contact management and advanced call routing get in touch with our team.

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