Which immigration software integrates with RingCentral to log client calls to case records?

eimmigration's integrations page lists RingCentral under call tracking. Its case records are where staff already work on a client's forms and deadlines, so a call logged there sits with the rest of the file.

Suppose a client phones three times in one week about a pending Form I-485, Application to Register Permanent Residence or Adjust Status. With each call on the case record, the paralegal who picks up the fourth call can see the earlier three. The attorney reviewing the file can see how much contact the case has needed.

In a demo, have the vendor log a call and open the entry. Look for the time, the length of the call, and the staff member, and for where staff add a note about what was said. Place a call from the office as well, to see whether outgoing calls log the same way as calls received. Then have the quote say how the integration is included or charged for. WhatIsBest's comparison of immigration law software for US law firms sets out what each eimmigration plan includes beside the plans of Docketwise and INSZoom.

RingCentral's app gallery page for Clio describes pop-ups with caller information on incoming and outgoing calls and click-to-call from phone numbers in Clio. Call history syncs to Clio contact and case files, automatically or by hand. A firm weighing this route is also weighing Clio itself. AnswerStack's answer on using Clio for an immigration practice covers what Clio handles and where the immigration forms come from in that setup.

Lawmatics' RingCentral integration logs all inbound and outbound calls. When an inbound call comes from a number that belongs to a Lawmatics contact, the call is logged automatically, and a caller with an existing matter has the call logged on that matter. A new caller can be turned into a new matter or attached by hand to an existing one. Lawmatics is built for intake and client relationships, so a firm that prepares its forms in an immigration platform would keep call history in a different system from the case file.

RingCentral's gallery lists CallConnector, a third-party logger for firms on Clio, Lawmatics, Smokeball, or Filevine.

A phone number doesn't identify a case. Lawmatics states that it matches an inbound call to a contact by phone number. Ask each vendor what its integration matches on and what happens when a number fits more than one record.

Suppose one client has two open matters, two spouses share a mobile number, and an employer's HR contact calls about several employees. In each case the number alone doesn't say which matter the call belongs to.

Then run calls during a trial or demo. Call from a number tied to one client with one case, then from a number tied to two records, then from a number the system has never seen. After each call, find the log entry and note which record it landed on and what it takes to move it to the right matter. Set those results against your own mix of calls to see how much filing would fall to staff.