Reception and telephony

The reception workspace, handling calls, callbacks and voicemail, text messages, phone numbers and routing.

• The reception workspaceThe screens a receptionist works from, what the context panel shows, and how availability decides what is routed to you.

  For: OwnerStaff

• Handling calls, callbacks and voicemailAccept a call, classify and verify the caller, hold, transfer, take notes, then wrap up with a disposition and follow-ups.

  For: Staff

• Text messages and the shared inboxText threads per firm line, consent and opt-out, approved templates, and the shared email inbox.

  For: OwnerStaff

• Phone numbers and call routingHow a firm's numbers connect to LegalBook, versioned routing policies you simulate before publishing, recording, caller ID and blocked numbers.

  For: Owner