Every Conversation,
Filed to the Case.
Five live channels — calls, texts, emails, client messages, and team threads. Everything lands on the case automatically. Nothing lives in a personal inbox.
Lextiff Voice — Built-in Phone System
A full softphone built into Lextiff, powered by your own Twilio number. Your team calls clients, adjusters, and opposing counsel without leaving the case — every call lands in the case file automatically.
- Softphone runs in the browser — no hardware or downloads
- Each user gets a personal extension (ext. 101, 102, 103...)
- IVR: extension → case owner → reception group → voicemail
- Inbound from known number routes to the client's attorney
- Unknown caller follows the firm's configured IVR routing rules
- Call recording with auto-disclosure message played to callers
- Voicemail with playback from softphone or the case file
- Answered, missed, voicemail — all logged to the case Calls tab
- Contacts tab shows team by extension + all case parties
- Transfer calls to team members by extension
Two-Way SMS
Text clients from any case file. Messages from known numbers file to the right case automatically. Unknown numbers land in the firm inbox until a team member assigns them.
- Two-way SMS from the Texts tab inside any case
- Known client number → auto-routed to their case
- Unknown number → firm Texts inbox until manually assigned
- Every message timestamped and logged to the case record
- Dedicated firm number — not anyone's personal cell
- Same Twilio connection as Voice — one integration, both channels
Matches a client on file → routes straight to their case Texts tab. No manual filing needed.
Lands in the firm-wide Texts inbox. Any team member can read it and assign it to a case.
Case Email
Connect your own mailbox via SMTP and IMAP. Send from any case — to insurance companies, hospitals, lien holders, opposing counsel. Replies thread back to the same case automatically.
- Send and receive email from within any case
- Full email thread view — replies stay in the case file
- Email templates with case merge fields
- Rich text composer — bold, italic, lists, links
- CC field for additional recipients
- Attach existing case documents from the document library
- Received attachments → save to case documents in one click
- Each team member connects their own mailbox independently
- SMTP and IMAP both tested and verified before connection goes live
Client Portal Messaging
A secure, private channel between your firm and your client — built into the client portal. No third-party apps, no text messages for sensitive updates. Everything stays in Lextiff and on the case record.
- Send messages to the client from within the case (Client Msg tab)
- Client reads and replies through their secure portal login
- Read receipts — see when the client viewed your message (✓ Read)
- Attach files when sending — contracts, documents, updates
- Structured document requests with urgency level and due date
- Client uploads documents back — auto-saved to the case file
- Full message thread visible to the attorney on one screen
- No personal email or SMS needed for sensitive case communication
Internal Team Messaging
Threaded conversations with any combination of team members — attorneys, paralegals, managers. Link a thread to a case so the context is always one click away. No Slack. No Teams. No context switching.
- Start conversations with a subject and any team members as participants
- Tag a conversation to a case — visible from both the Messages hub and the case
- Firm-wide Messages hub lists all active conversations in a sidebar
- Full thread view — reply inline, Ctrl+Enter to send
- Keep internal case discussion inside Lextiff — no external apps needed