AI Notes – VXT
Save AI notes and billable time from calls and meetings to Actionstep.
The AI notetaker and phone system for lawyers. During your calls and meetings, VXT takes notes for you. Afterwards, it summarizes and saves those notes, along with a time entry, to the right matter in Actionstep, and drafts a follow-up email based on what was said.
Features:
- Capture more billable time: VXT tracks the time from your calls and meetings and creates a time entry that can be edited and saved straight from Actionstep.
- AI notes saved to the correct matter in Actionstep: the prompts that generate your AI notes are customizable, so they come out the way your firm likes to write.
- Follow-up emails written for you: after every call or meeting, VXT drafts a follow-up email based on your conversation, ready for you to review and send.
- Always know who’s calling: VXT syncs contacts with Actionstep so the caller’s name is there before you pick up. Greet every client personally, and decidie if it’s a call you want to take.
- Send and receive SMS: text messages sent in VXT are saved to Actionstep.
- Be the first firm to respond: set up custom call flows so that you never miss a call and track response times. New client enquiries get picked up fast, before they move on to the next firm.
What are the requirements to use this integration?
Subscription/cost: see VXT pricing here.
Actionstep permissions: Connect the Actionstep Integration from within VXT. Video demonstrating how to connect: Connecting VXT and Actionstep
Native/iPaaS requirements: Native application
How do you get started?
To set up and learn more about using this integration, please contact VXT.