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
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When will CallConnector.ai create a new contact? CallConnector.ai will automatically create new contacts in your connected CMS or CRM systems if it does not find a contact match based on the phone number from the call (or email, if the event was a ...
What are Call Connector's AI features?
AI-Powered Call Insights with CallConnector.ai Transcribe calls automatically with specialized AI transcription tools that provide industry-grade transcriptions and summaries for all your client calls. Each call is processed using advanced AI that ...
Matter Association
CallConnector.ai will associate a telephony event log with a matter if all of the following are true: The Matter Association option is enabled in the CallConnector.ai dashboard (it is enabled by default) The target system supports matter association ...
Matter Association
Matter Association determines whether CallConnector.ai tries to find and link a matter, case, or project to each logged event. How it works When enabled, after finding a contact for an event, CallConnector.ai searches your connected app for a related ...
Filevine
Requirements The user connecting to Filevine must be a Filevine Account Admin in order to generate the Personal Access Token (PAT) that is required for this connection. Connecting Filevine Sign in to the CallConnector.ai dashboard, and then to the ...