Company Settings Tab
Company CaptureNow #: This is the phone number issued to you by CaptureNow after you finish the configuration portion of the set up. You will want to forward calls to this number to ensure that CaptureNow immediately answers them.
Company Info: Basic organization information. Must be filled to create account.
Primary Contact: Your primary contact should be the person that we reach out to with any questions or updates to CaptureNow.
Configuration
Intro Greeting: There is a radio button to choose between SSML (Speech Synthesis Markup Language), this is for the bot to welcome the caller with a personal greeting or your firm may record its own introductory greeting for your callers to hear. This requires our support team to assist. Please open support ticket for this custom greeting.
Required Default Selections:
- Greeting - personalized greeting with firm's name
- Case Type (other) - catch all for firm when new caller feels their case has not been presented
- Existing Matter - clients of the firm
- Something Else - all other callers
- Operator - callers who are wanting to speak to agent/operator
Case Type Selections:
Click on change button to add new case type.
Checkbox: Click the checkbox for each case type you wish to have presented to new callers and save. Tip: For the ideal caller experience, please only select up to 5 case types.
Legend:
Gear: Click the gear logo of each selected case type to provide specific call transcript routing details and call forwarding numbers (if desired).
Tiles: Once your case types are selected, click on the tiles icon to move your selected case types up or down to indicate which order you would like to present to the caller first.
Optional Case Types:
Notification Settings: Enter the email address(es) for which user or group will receive miscellaneous call (Hang Ups) and general call notifications.
Tip: The first case type below the “Greeting” will be the first case type presented to the caller. The case type below the first case type selected will be the next case type presented to the caller.
Tip: All boxes that are unchecked will not be presented to the caller.
Email Address: Enter the email addresses you wish to have the CaptureNow Submission transcripts emailed to. This setting requires you to complete it separately for each case type.
Tip: If you do not input an email address, an email notification will not be emailed.
Call Transfer Phone Number: After the caller has completed the CaptureNow experience, you have the ability to have that call forwarded. If you desire to have a call forwarded, please provide the phone number within each case type that you wish to have forwarded.
Tip: If you do not input a phone number, then all calls for that case type will not be forwarded.
Integrations
Optional Integrations: CaptureNow offers the below integrations. These integrations will take the information captured by CaptureNow and integrate it directly into your CRM or partner call center to ensure that the lead is not lost.
- Captorra Configuration
- Clio Grow Configuration
- FileVine Configuration
- LeadDocket Configuration
- Alert Configuration
- ICE Configuration
- Litify Configuration
- Casepeer Configuration
- LCC Configuration
- Law Ruler Configuration
User Management
Account Status: Shows a view of the user's status.
User Email: Enter the email address of a person that you would like to access your company’s CaptureNow user portal.
Calls Tab