Welcome to CallSmart Cloud for LEAP!
It will only take a minute to setup your CallSmart Cloud extension, so in the meantime, please have a quick read about what CallSmart Cloud can do for your firm.
What can I do with CallSmart Cloud?
Lots, and it gets better every day!
Call Control from any LEAP matter - Right-mouse click on a Card/Person to Call with CallSmart...
Call Recording - On-demand and uploaded to the matter automatically
Transcribed Calls - Recorded calls are transcribed and uploaded to the matter as a Comment
Auto time-fee entry - Simply choose your rate, CallSmart does the rest
Comments - Add file notes about your call as you go
Notify - Let your staff know about your recent Comment/File Notes
Call Transfers and other expected phone functions
So how do you get started?
You have already taken the first step by enabling CallSmart Cloud and setup your firm
All that is left now is to have a go, and give us a shout if you have any trouble!
Making a call via LEAP
- Inside a matter, right-click on the Card/Contact that you want to call, select Call with CallSmart....
- The CallSmart Cloud user interface will open a new window inside LEAP
From this Status: Ready screen, you have many features and functions available to use - to check out the rest of this handy guide - click here
Trialing CallSmart Cloud?
For firms trialing CallSmart Cloud, you will need to use the webphone to make calls as you won't have a physical or softphone available during the trial.
Click the CallSmart Options dropdown and select Send call to my browser
Prefer to use your mobile for the trial? Send our support team an email with your mobile number so we can set it up for you.
Need some help?
Don't forget, if you are having any trouble with CallSmart and our support center doesn't answer your questions, don't send us an email via email@example.com
You can also use our support widget down the bottom left which looks like this, just don't click this one...
Finally, if there is something missing or you have a great feature in mind, reach out and let us know about it at firstname.lastname@example.org
Great ideas should be rewarded, so if we really like it, we will get in touch and let you know that CallSmart is on us for no charge, for 6 months!