Unified Inbox
One thread per person. However they reached you.
Text, email, phone, and web chat in a single conversation view. No more asking the intake desk what they told her last Tuesday.
BEFORE / AFTER
What actually changes
| Today | With LegalCRM.pro |
|---|---|
| Text, email, and voicemail in three different places | One thread per person, every channel |
| "What did we already tell her?" | Full history, visible to whoever picks up next |
| A missed call just disappears | A missed call triggers a text-back, logged to the record |
| Front desk answers from a personal phone | Everyone works from the firm number, through the app |
| No record of who is handling what | Assignment and @-mentions on every conversation |
HOW IT WORKS
How it works
-
1
Every conversation, SMS, email, voice, or web chat, lands in one thread per person, regardless of which channel it started on.
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2
Staff reply from the firm number, whether they are at the intake desk or on a personal phone through the app. No personal numbers exposed.
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3
Internal notes and @-mentions keep coordination inside the thread, invisible to the client.
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4
The full history, every message, every call recording and transcript, stays attached to the record, searchable later.
DETAILS
The specifics
BY VERTICAL
How this differs across firm types
One system, four configurations. Every plan runs on the same underlying build, what changes is which fields, stages, and rules apply.
Personal Injury
Discreet notifications; no case detail surfaces in a phone lock-screen preview.
Immigration
Fast reply on SMS and web chat around consult and treatment questions; scheduling and pricing logistics only, never case detail.
Family Law
Missed-call text-back is the highest-value single automation, a call that would have gone to voicemail gets an answer in seconds.
Criminal Defense
Referral correspondence threaded with the client record, so the intake desk and the referring office are reading the same conversation.
SOUTH FLORIDA
A intake desk in Coral Gables or Brickell is fielding calls and texts in two languages all day. A shared inbox with saved replies in both means the person answering does not have to be the one bilingual staffer on shift, anyone can send a correct, natural Spanish reply.
FAQ
Questions we get on the consult call
Usually yes, via porting or forwarding. Confirmed on the consult call.
Yes, through the app, no personal numbers exposed.
Not currently included. HighLevel does not publish HIPAA coverage for those channels, and PHI is exactly what a client conversation tends to contain, so we scoped the inbox to SMS, email, voice, and web chat, the channels built on encrypted infrastructure with a Business Associate Agreement in place. See /legal/advertising-compliance/.
See it configured for your firm.
Book a 30-minute consultation and see how your channels look threaded into one view.