Basalix AI
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Features · Analytics & reporting

Intake analytics: know what happened to every call

How many calls came in this month, how many became consultations, how many the agent could not take and why. The dashboard answers those from the same records the agent writes, so the numbers are the calls, not an estimate of them.

14-day free trial. No credit card, nothing auto-charges.

This month · at a glance
  1. BasalixCalls answered: 148 · Web chats: 63 · Consultations booked: 41 · Attorney callbacks: 9
  2. BasalixDeclined or referred out: 22 · Out of state: 14 · Already represented: 8
  3. BasalixMissed: 3 · all lines busy on Monday 9 a.m. · 0 for minutes used up
Outcome
  • One dashboard
  • Every call accounted for
  • Illustrative figures

Without it

What most firms know about their intake

Nobody counts the calls

The phone rings, someone answers or does not, and at month end there is no number for either.

The answering service sends a PDF

A list of messages, with no idea which became clients and which went to the next firm.

Marketing spend is a guess

A campaign runs and the only signal is whether the office felt busier.

What it does

Counted from the calls themselves

Every call and chat becomes a record. The dashboard counts the records.

  1. Counts every outcome
    • Booked
    • Callback
    • Declined
    • Referred
    • Missed
  2. Explains missed calls
    • Concurrency
    • Quota
  3. Opens the matters behind it
    • Recording
    • Transcript
    • Summary
  4. Tracks usage
    • Voice minutes
    • Chat conversations

The numbers are the calls, not an estimate of them.

What’s included

How the dashboard works

Every call and chat the agent handles becomes a record. The dashboard counts the records.

  • One view

    Calls, chats, intakes and bookings, on every plan.

  • Every outcome counted

    Handled, booked, routed to a callback, declined, referred or missed, each with its count.

  • Missed-call reasons

    Concurrency or quota, so you can tell whether you need more lines or more minutes.

  • Click through

    From the numbers to the matter list, and to any call’s recording, transcript and summary.

  • Usage against allowance

    Voice minutes and chat conversations used this month, so a plan change is a decision rather than a surprise.

  • Roles

    Admins, members and support agents each see what their role allows.

  • Your own reporting

    Lead export as CSV, or a Google Sheet that logs bookings and leads as they happen.

Plans

On every plan

The dashboard, logs, recordings and exports are on every plan. The plans differ on team members.

Solo Intake
Dashboard, logs, leads inbox and CSV export · 5 team members, attorneys included
Firm Intake
The same · 20 team members, attorneys included
Multi-office / 10+ attorneys
The same · unlimited team members
Your own reporting
CSV export, Google Sheets, or signed webhooks on every plan

Prices, minutes and limits for every plan: compare all plans.

Setup

Nothing to configure

  1. Step 1

    Let the agent run

    Every answered call, chat, booking and missed call is a record from the first day of the trial.

  2. Step 2

    Add your team

    Give attorneys and staff a login with the role that fits. Admins see everything; support agents see their inbox.

  3. Step 3

    Read the dashboard

    Calls handled, booked and missed for the period, with the matter list underneath.

  4. Step 4

    Take it further

    Export a CSV, log to a Google Sheet, or send events by webhook into the reporting you already use.

Try it on your own firm: 14-day free trial, no credit card.Start free trial

FAQ

Questions about analytics & reporting

Calls, chats, intakes and bookings for the firm: how many were answered, booked, routed to an attorney callback, declined or referred, and how many were missed and why. Every number opens the matters behind it.

Yes. Export leads as CSV on any plan, log bookings and leads to a Google Sheet as they happen, or send every event by signed webhook into your CRM or reporting tool.

Yes. If the trial ends without a plan, or a plan is paused, the agent stops answering but you can still sign in to see your intakes and reports.

Admins see the whole firm. Members see what their role and agent assignments allow, and support agents see only their own chat inbox.

Related

All features · See pricing

Call recording & transcriptsThe records the numbers are counted from.Concurrent callsWhat a missed call for concurrency means.CRM integrationSend every lead into the tools you report from.

Every call, counted and explained.

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