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Ringcentral RingCentral Labs’ App Connect is a single browser extension for Google Chrome and Microsoft Edge that integrates RingCentral’s unified communications capabilities into a variety of CRM cloud services — bringing the power of a full communication suite, including a phone, text messaging, fax, and more, directly into the tool salespeople live in every day. Captivo connects RingCentral directly into your legal practice and contact management software, so your phone and your contacts work together without the manual overhead. When a call comes in, Captivo automatically surfaces the contact record from your CMS/PMS — no more switching between apps to figure out who’s calling. When the call ends, it logs the activity against the right matter, complete with duration, notes, and a recording link. Everything your team needs is captured and stored where it belongs, without anyone having to remember to do it. What you get out of the box:
  • Screen pop — incoming and outgoing calls automatically surface the matching contact in your PMS
  • Automatic call logging — calls are logged as activities against the right matter, with duration and recording
  • AI-generated summaries — for firms with RingSense, call transcripts and summaries are saved directly to the matter file
  • Click to dial — call any phone number in your PMS with a single click

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Supported platforms

Captivo currently supports the following platforms with more to come. Click through to the setup guide for your system:
smokeball

Smokeball

AppConnect integration with Smokeball
filevine

Filevine (In development)

AppConnect integration with Filevine