TrueVow is built to fit into the tools solo and small PI firms already use: phone routing, calendars, SMS alerts, email notifications, structured intake records, and customer portal review.
Apply for the 90-Day Intake Trial → See How It WorksPhone forwarding • Google/Microsoft calendars • TrueVow calendar • Structured handoff
No fake integration logos. No unsupported “coming soon” promises. These are the connection paths and setup options TrueVow can support or review today.
Forward your intake line, after-hours line, campaign number, or selected call flow to Benjamin when enabled. You do not need to change your public phone number.
TrueVow supports Google Calendar, Microsoft Calendar, and the internal TrueVow calendar inside the customer portal. Cal.com and Calendly workflows may be supported depending on firm setup.
Send priority SMS and email notifications when qualified leads are captured, graded, or booked.
Review lead summaries, structured intake records, booking details, LEVERAGE outputs, and SETTLE reports from the portal.
If recordings or transcripts are enabled, TrueVow can help export them to the firm’s approved cloud storage destination according to the firm’s configured policy. Temporary TrueVow-side retention is controlled by the firm’s selected retention settings.
Intake summaries, lead grades, booking details, and structured records can be reviewed in the customer portal and manually transferred into your existing case-management workflow.
TrueVow is not asking your firm to replace its case-management system on day one.
The first setup is practical: route calls, connect a calendar, configure the intake path, choose recording/transcript settings, and review structured records in the customer portal.
If your firm later wants deeper system handoff, we can review what is possible based on provider access, API permissions, and firm authorization.
Get calls answered and qualified without changing your existing systems.
Link your calendar and let qualified leads book consultations directly.
Native integrations come later — only when approved and real.
TrueVow supports calendar-based consult booking through the following providers.
| Calendar Option | Status | Notes |
|---|---|---|
| Google Calendar | Tested / Supported | Used for attorney availability and consult booking |
| Microsoft Calendar | Tested / Supported | Used for attorney availability and consult booking |
| TrueVow Calendar | Supported | Built into the customer portal |
| Cal.com | Setup-dependent | Reviewed during onboarding |
| Calendly | Setup-dependent | Reviewed during onboarding |
We avoid saying “fully integrated” unless a connection is production-hardened and tested across active firms.
Audio recordings and transcripts are optional. If enabled by the firm, TrueVow can retain them temporarily according to firm policy and help export them to the firm’s approved cloud storage. Retention settings are configured during onboarding, and extended TrueVow-side retention must be selected explicitly.
| Option | Status |
|---|---|
| Recording only | Optional add-on |
| Recording + transcripts | Optional add-on |
| Retention period | Configured during onboarding |
| Extended retention | Plan-dependent |
Recording, transcript, retention, and export settings are configured during onboarding based on firm policy, jurisdiction, disclosure requirements, and selected add-ons.
Availability depends on provider access, firm authorization, storage permissions, and onboarding configuration.
Typical configured flow: record → temporary TrueVow-side retention → export to firm-approved storage → removal according to the firm’s selected retention policy. TrueVow is not intended to be the firm’s permanent archive.
TrueVow does not currently provide native integrations with Clio, Filevine, Lead Docket, Litify, MyCase, PracticePanther, or similar case-management platforms.
Many legal software ecosystems require partner approval, developer review, marketplace acceptance, or firm-level authorization before outside systems can connect. We will not claim an integration exists until it actually does.
If your firm can provide provider-approved access, API credentials, webhook access, or a supported integration route, we can review feasibility during onboarding.
Until then, TrueVow supports structured intake summaries and manual handoff into your existing workflow.
Structured handoff now. Native case-management integrations later, only when approved and real.
During onboarding, we will ask for the following to configure your setup:
From application to live intake.
Setup timing depends on firm readiness, calendar access, phone routing, and intake configuration.
Usually no. Most firms can forward calls from an existing intake line, after-hours line, or campaign number to Benjamin when enabled.
Yes, if your routing setup supports it. Some firms use Benjamin after hours only. Others route overflow, campaign calls, or all intake calls.
Google Calendar, Microsoft Calendar, and the internal TrueVow calendar are supported. Cal.com and Calendly workflows may be reviewed during onboarding depending on setup.
Not natively today. If your firm has provider-approved access or an authorized integration route, we can review feasibility. Otherwise, TrueVow supports structured intake records and manual handoff.
Sometimes. Some firms use Benjamin for overflow, campaign calls, or after-hours only while keeping existing staff or services in place. The right setup depends on your routing and intake goals.
Yes. A test call is part of the onboarding flow before activation.
Honest integrations. No fake logos. No unsupported claims. Apply and we’ll walk through what your firm actually needs.
Apply for the 90-Day Intake Trial →