EzyBiz LEX user guide

The call modes guide goes through what the caller hears in each mode and what happens when you do not pick up.

When QRYSTEL intelligenceQRYSTELintelligence puts a caller through, your phone shows a notification with the caller's name, their matter and a one-line summary of what they want. Tap it to open the app, then tap Join on the active call card. Your mobile rings; answer it and press 1 to take the call. QRYSTEL intelligenceQRYSTELintelligence drops off and you are speaking directly to the caller. If you do not join within about twenty seconds, the service tells the caller you are unavailable and takes the message or books the appointment.

Outbound calls are made from the Phone tab and show the business number to the person you call.

Every call appears in the Calls tab within about a minute of ending, with a summary at the top and the transcript underneath until it is filed to your practice system, or for three months if you have none connected. You also get a push notification with the summary. Tap a call to read it in full, to see the matter it was filed to, or to file it yourself if the service could not decide which matter it belongs to.

Each contact has a timeline in the Contacts tab showing their calls, messages, bookings and call-back requests in order, with a tag showing where each item was filed.

The Messages tab holds every SMS conversation on the business number. Open a conversation and EzyBiz LEX offers a draft reply written from the conversation so far. Read it, change what you want, and tap send. Nothing goes to a client until you do. Messages are logged against the matter once the firm is connected to Smokeball or Clio.

The Agenda tab lists bookings QRYSTEL intelligenceQRYSTELintelligence has made and call-back requests callers have left, each with the contact's name and number. Tap a call-back to mark it done. Bookings are confirmed to the caller by SMS when they are made and cancellations notify the caller automatically.

An owner or manager connects the firm's practice management system once from Settings, Integrations. From then on, contacts sync and every call files to the matter automatically. The Integrations screen shows how many calls filed today, any call that needs a matter picked, and the firm-wide settings: what is written to the matter, whether time is captured for the lawyer's part of calls, and which staff member each EzyBiz LEX user maps to.

A call that needs a matter shows a badge in the Calls tab. Open it, pick the matter from the list, and tick the box to make that matter the contact's default so the next call files itself. The Smokeball, Clio and SharePoint integration pages have the detail for each system.

Settings holds the answering service's configuration, which you can update at any time when hours, staff or practice areas change, along with team members, integrations, notifications and your subscription. Subscriptions are billed through the App Store or Google Play and managed from the store's subscription settings; cancel any time from there.

Support is a person in Australia. See support.