Legal Dial + Salesforce.
Every intake call your firm receives, captured live and then written into Salesforce with the full context attached. No paralegal retyping. No missed details.
Salesforce is the world's largest enterprise CRM platform. In legal, it is most often used by large firms, legal departments, and Am Law-tier organizations, frequently on Salesforce Sales Cloud or Service Cloud.
Your receptionists become an extension of your Salesforce workflow.
Legal Dial's live agents answer your firm's calls, qualify new callers with your intake questions, and then push the results directly into Salesforce. Your team opens Salesforce to find a new record, the full call note, and any workflow already in motion, without lifting a finger.
Mapped to your Salesforce setup.
We map to the fields, categories, and structures already configured in your Salesforce account, so nothing is generic and nothing has to be retyped later.
Your intake, your fields.
The questions, matter types, and custom fields we capture are the ones your firm has already standardized on. We follow your script, not a generic template.
Conflict details captured up front.
Opposing party, related parties, and jurisdiction are collected during the call and attached to the record so your team can run a conflict check before you accept.
From ringing phone to updated Salesforce.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Intake is captured.
We collect contact info, matter type, jurisdiction, conflict details, and any custom fields your firm needs before pushing to Salesforce.
Salesforce is updated automatically.
The moment the call ends, Salesforce receives the new record with the full call context attached. No manual entry.
Your team gets notified.
We ping the right person on your team, kick off downstream workflows, and keep Salesforce in sync with the rest of your stack.
Every new-client call, already in Salesforce.
- New records created in Salesforce automatically after every intake call.
- Call notes, conflict details, and matter type attached to the Salesforce record.
- Custom intake fields captured exactly the way your firm structures them.
- Consultations that get booked land on the assigned attorney's calendar.
- Downstream workflows in Salesforce kick off the moment the call ends.
- Zero double-entry, your paralegals stop retyping intake notes.
Other crm & intake tools we support.
Legal Dial and Salesforce, answered.
Salesforce is the largest enterprise CRM platform in the world. In legal, it is most commonly used by large firms and in-house legal departments running Sales Cloud, Service Cloud, or custom Salesforce implementations.
The integration is set up during onboarding. You authorize Legal Dial to send data to your Salesforce account, we map your intake questions to the fields your firm uses, and from that point forward every qualifying call flows into Salesforce automatically.
Yes. Legal Dial connects to your existing Salesforce subscription. We do not resell Salesforce and we do not replace any part of it.
At minimum, the caller's contact details and the reason for the call. On top of that we can pass matter type, jurisdiction, source, referral information, and any custom intake fields your firm captures during the call.
Yes. Legal Dial only sends the intake information you configure and does not share your client data with third parties outside of the systems your firm has authorized. All data is encrypted in transit.
Most firms are live within a few business days. Timing depends on how customized your intake is and how many fields we need to map.
Ready to connect Legal Dial to Salesforce?
Try Legal Dial free. We will wire the intake flow into your Salesforce setup for you.