Cloudify Essential Integrations
Essential Integrations
Cloudify Legal has helped clients add Legal Collect and VXT to their business processes, delivering immediate business value which we believe makes these tools essential.
Contact our team to find out how such low-cost, high-value tools will immediately improve your productivity and profitability.
Legal Collect: Supercharge your Fee collection and cash flow
Revolutionise your debt management with Legal Collect:
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Automated Invoice Reminders: Effortlessly send timely reminders, reducing the likelihood of missed payments.
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Seamless Late Fee & Penalty Interest Calculations: Eliminate manual calculations and ensure accurate, compliant fee assessments.
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Empowered Finance Team: Free up valuable resources to focus on strategic financial initiatives, driving growth and efficiency.
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Simplified Billing Operations: Streamline your billing processes, reducing administrative overhead and improving accuracy.
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Optimised Cash Flow: Accelerate payments and improve cash flow, ensuring financial stability and predictability.
VXT: AI notes for lawyers’ calls and meetings
The AI notetaker and phone system for lawyers. During your calls and meetings, VXT takes notes for you. Afterwards, it summarises and saves those notes, along with a time entry, to the right matter in Actionstep, and drafts a follow-up email based on your conversation.
Features:
- Capture more billable time - VXT tracks the time from your calls and meetings and creates a time entry that can be edited and saved straight to Actionstep.
- AI notes saved to the correct matter in Actionstep - The prompts that generate your AI notes are customisable, so they come out the way your firm likes to write.
- Follow-up emails written for you - After every call or meeting, VXT drafts a follow-up email based on your conversation, ready for you to review and send.
- Always know who's calling - VXT syncs contacts with Actionstep so the caller's name is there before you pick up. Greet every client personally, and decide if it’s a call you want to take.
- Send and receive SMS - Text messages sent in VXT are saved to Actionstep.
- Be the first firm to respond - Set up custom call flows so that you never miss a call and track response times. New client enquiries get picked up fast, before they move on to the next firm.
