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Answering Legal integrates with many popular legal CRMs and case management platforms, allowing you to automate lead capture and streamline your intake process. New client messages, contact details, and call data can be sent directly to your software—no manual data entry required.

Available Integrations

We currently offer direct integrations with:

• Clio Grow
• PracticePanther
• Lawmatics
• Smokeball
• MyCase
• Lead Docket

These integrations allow us to push your intake data directly into your CRM’s:

• Leads
• Contacts
• Matters
• Activities or Notes

How the Integration Works

1. You provide us with a secure link, token, or login (depending on the CRM).
2. We activate the connection.
3. Once a call is completed, the intake data is synced automatically into the appropriate section of your CRM.
4. You receive a notification with a link to the entry.

What Gets Synced

• Caller name, phone, email
• Custom intake responses
• Timestamps and call details
• Notes or memo entries (based on CRM structure)

Benefits of Integration

• No manual entry
• Faster lead follow-up
• Improved accuracy
• Centralized client tracking

How to Request an Integration

• During onboarding: Let our team know which CRM you use.
• Post-launch: Email our support team to activate or switch platforms.