Streamlined CRM Communication
3CX Smokeball Integration
Optimize your legal workflows with Aatrox’s 3CX Smokeball integration services.
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About Smokeball
Introduction to Smokeball
Smokeball is a leading hybrid desktop and cloud-based law practice management software designed for law firms. With robust features like document automation, billing, and matter management, tightly integrated with Microsoft Word and Outlook, Smokeball helps legal professionals streamline operations and enhance client service. Its AI-powered tools, such as Archie, provide real-time matter summaries and drafting assistance, making it a top choice for law firms seeking efficiency.
Why Integrate Smokeball with 3CX?
Integrating Smokeball with 3CX, a powerful VoIP phone system, enhances your law firm’s ability to manage client communications seamlessly. This integration connects your telephony system with Smokeball’s matter and contact data, enabling instant access to client details during calls, improving efficiency, and ensuring compliance with legal workflows.
Improved Productivity:
Automate contact syncing and call logging to reduce manual tasks.
Enhanced Client Service:
Access matter details instantly for informed, personalized interactions.
Streamlined Records:
Centralize call and chat data in Smokeball for accurate case management.
Scalable Solution:
Tailored to support law firms of any size.
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How Aatrox Makes It Happen
At Aatrox Communications, we specialize in delivering seamless 3CX Smokeball integrations customized for law firms. Our expert team handles everything from setup to testing, ensuring a reliable connection that aligns with your legal workflows. We save you time and reduce complexity, allowing your firm to focus on serving clients while we optimize your communication and practice management systems.
Our process includes :
Assessing your firm’s needs and current setup.
Configuring secure API connections between Smokeball and 3CX.
Testing and fine-tuning for flawless performance.
Providing ongoing support to ensure system reliability.
CRM Features
Features of 3CX Smokeball Integration
Contact Synchronization:
Automatically sync Smokeball contacts with 3CX, displaying caller names on your phone for both inbound and outbound calls.
Contact Lookup:
Search Smokeball contacts by phone number during calls, with the option to add them to 3CX contacts for quick access.
Call Pop:
When using the 3CX Web Client, the customer record from smokeball is brought up to you automatically when you receive an inbound call
Call Journaling:
Automatically log call details into Smokeball as notes or in a designated section. Supports four call types:
- Answered Inbound: Logs answered incoming calls with timestamps and staff notes.
- Unanswered Inbound: Records missed calls for follow-up actions.
- Answered Outbound: Tracks outbound calls with duration and outcomes.
- Unanswered Outbound: Logs attempted calls for better client management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Smokeball, centralizing all client interactions.
Click to Call:
Initiate calls directly from Smokeball using TEL links, streamlining outbound communication.
Call Recording:
Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Smokeball.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Smokeball for reference and compliance.
Case Study
Enhancing Efficiency for a Small Law Firm
A small law firm struggled with managing client calls and matter details, leading to inefficiencies and missed follow-ups. Aatrox implemented a 3CX Smokeball integration, enabling real-time contact syncing, call journaling, and chat integration. The result? A 40% reduction in administrative time, a 30% improvement in client response speed, and enhanced case management due to centralized communication records. Our tailored solution empowered the firm to focus on legal work while we handled the technical integration.
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Ready to elevate your 3CX Zoho CRM integration? Contact Aatrox Communications today to discover how we can transform your business workflows.
