How Call Connector creates matters in your CMS

Automatic Matter Creation

CallConnector.ai will attempt to create a new matter record in your connected Case Management System (CMS) if all of the following are true:

  • CallConnector.ai has found or created a contact for the associated telephony event

  • The Matter Association option is enabled in the CallConnector.ai dashboard (it is enabled by default)

  • The CMS requires a matter for the event to be logged

    • See the integration-specific documentation to check whether a matter is required to log a call, SMS, or fax