Leads come in from your case management system, your phone line and your web forms. Booked consults, notes and signed documents go back to the same places.
What do integrations do?
Integrations connect BookedBack to your CRM, your phone system, your calendar and your inbox.
You do not move your firm onto new software. BookedBack reads new leads from where they already land, works them by call, text and email, and writes the result back.
Calendars and inboxes on Google and Outlook work on every plan. A connection built for your case management or phone system is part of the Scale plan.
- Case management and CRM: Clio, Filevine, Litify, CasePeer, SmartAdvocate and PracticePanther.
- Phone: Your existing number or a new one. Tell us your phone provider and we will confirm the setup on the demo.
- Calendar and email: Google Calendar, Gmail and Outlook.
- Documents and signing: DocuSign and Google Drive.
- Messaging: iMessage, from a verified account in your firm’s name.
How does setup work?
Most firms are live in under a week.
Which plan includes it?
Google and Outlook calendars and inboxes come with every plan, along with the built-in CRM.
Custom integrations are part of the Scale plan. See what each plan costs on the pricing page.
Why connect instead of switch?
Your team should not have to learn another screen.
A new tool that sits apart from your case system means someone copies names and notes between the two. That is where leads get lost and details get typed wrong.
When the result lands where your team already looks, they do not change how they work. They open the same system and find the consult booked.
Integrations vs the alternatives
Four ways firms get lead data from one system to another. Here is how they compare.
| Approach | Who does the work | What it costs you | Typical outcome |
|---|---|---|---|
| BookedBack | We connect your systems and keep them in sync. | Calendar and email on every plan. Custom on Scale. | ✓ Leads in and results out, with nothing retyped. |
| Copying by hand | Your staff, between calls. | Their time, every day. | – Typos, and leads that never get entered. |
| Do-it-yourself automations | Whoever on your team is good with tools. | Cheap to start. Breaks when a field changes. | – Works until the person who built it is out. |
| One new all-in-one system | Your whole firm, for months. | A migration, plus training. | – Everything in one place, after a hard year. |
Tell us what you use and see how it connects. Get a demo.