Intake that fits your existing stack.
Floxo does not ask your firm to change how it works. It answers calls and messages, then writes the conversation and intake data into the systems your team already uses.
Connect the tools you already trust
Native connections, APIs, and middleware, chosen around your firm's workflow.
Case management
Create the matter, attach the transcript, and keep intake data in the system your team lives in.
CRM and marketing
Send qualified leads to your CRM with source, score, and consent attached.
Calendar
Book consultations against real availability and send confirmations and reminders.
Communication
Alert your team the moment a hot matter arrives, with the context to act.
Phone systems
Answer on a new number, forward from your existing line, or handle overflow.
Custom
Need something else? We can build a direct API or webhook integration for your stack.
No re-entry. No gaps.
You choose which fields map where. Floxo writes the record once and keeps it updated as the conversation continues.
Sync happens after each conversation, and your team can review or correct any record.
Typical fields
- Contact name, phone, and email
- Matter type and practice area
- Incident date, location, and description
- Qualification score and status
- Full voice transcript or text thread
- Recording link where permitted
- Lead source and campaign
- Consent and opt-out status
- Booked consultation details
Do not see your system?
If it has an API, we can usually connect it. If it does not, we will tell you honestly and propose the closest workable option.
Step 1
Map
We review your current intake, systems, and fields.
Step 2
Build
We connect the systems and test with real scenarios.
Step 3
Verify
We confirm records land correctly before launch.
Integration questions
Do you support our case management system?
Floxo connects to Clio, Filevine, MyCase, Smokeball, Lawmatics, and other systems through native connections, APIs, or middleware. If your system has an API, we can usually connect it.
How long does an integration take?
Common integrations are configured during onboarding, usually within days. Custom API work depends on the system and the fields you need, and we scope it before starting.
What data gets synced?
Contact details, matter type, intake answers, qualification score, transcript or thread, consent, source, and the booked consultation. You choose which fields map where.
Can we keep our current phone number?
Yes. Floxo can forward from your existing line, answer overflow after your front desk, or run on a dedicated number. We configure the routing with your team.
Check your integration in one call
Book a 15-minute demo. Tell us your case management system and calendar, and we will confirm what connects and what it takes.
Book a 15-min demo