What you get
Clients can reply
Real two-way SMS from a shared firm inbox, not personal phones.
Linked to contacts and matters
Search Actionstep and link a conversation to the client and matter it belongs to.
Notes pushed to Actionstep
Send a rolled-up conversation note into Actionstep so the record lives with the matter.
Create tasks
Turn a client message into an Actionstep task without leaving the conversation.
New contacts
Create an Actionstep contact from a new number when a prospective client reaches out.
Website chat too
Chats started on your website can be matched to Actionstep the same way.
How setup works
- Step 1
Tell us about your firm
Reach out through the contact form and we'll set up your workspace and number.
- Step 2
Connect Actionstep
An admin signs in to Actionstep to authorize IntelCue for your firm.
- Step 3
Start texting clients
Link conversations to matters and push notes as you go.
Actionstep sync is an add-on we enable for your workspace on request.