Features · CRM integration
CRM integration that lands the lead where your firm already works
One conversation becomes one lead: the screening answers, the booked consultation and an AI case summary, delivered to Clio Grow or Clio Manage natively, to any other CRM by signed webhook or Zapier, or to a Google Sheet if you do not run a CRM yet. A client who calls back updates the same lead instead of creating a second one.
14-day free trial. No credit card, nothing auto-charges.
- BasalixNew lead: Maria Lopez · Personal injury · Car accident, San Antonio TX, Sept. 12 · Injured, treated at urgent care · Not represented.
- BasalixConsultation booked: Wed, Oct. 14, 2:00 p.m. with J. Chen (Austin office).
- BasalixAI case summary: Rear-ended at a red light on Loop 410; other driver cited. Neck and lower-back pain, urgent care visit the next day. Police report filed. No prior attorney contact.
- Clio Grow lead created
- Recording and transcript on the matter
- Second call: same lead updated
Without it
How intake reaches the CRM today
Someone retypes the message
A note from the answering service becomes a CRM entry only when a paralegal has time.
Duplicates on every callback
The same client calls twice and the pipeline shows two leads, each with half the story.
The spreadsheet is the CRM
A shared sheet with no summary, no recording and no idea who booked what.
What it does
One conversation, one lead
Choose where leads go once. Every qualified intake arrives there, complete.
- Native Clio
- Clio Grow
- Clio Manage
- Any CRM by webhook
- Signed HTTPS
- Retries
- Zapier
- Make
- No CRM yet
- Google Sheet
- CSV export
- No duplicates
- Callbacks update the same lead
The recording and transcript stay in Basalix, one click from the lead.
What’s included
How CRM delivery works
Choose where leads go once. From then on every qualified conversation arrives there, complete.
Clio Grow
Paste your Lead Inbox token and choose your region; each qualified intake arrives as one lead.
Clio Manage
Each qualified intake arrives in your Clio Manage account.
Signed webhooks
Any other CRM or backend over HTTPS, with events for qualified matters and bookings, HMAC signatures and retries.
Zapier and Make
Lawmatics, MyCase, HubSpot and hundreds more, driven by the same webhook.
Google Sheet and CSV
A lead log and an export for firms that do not run a CRM yet.
Complete leads
The structured intake answers, the booking, and an AI case summary that covers every call.
One lead per matter
A client who calls back updates the record and the CRM lead rather than creating a second one.
Full record in Basalix
Recording, transcript and the full matter record, one click from the lead’s matter.
Plans
Which plan includes what
Native delivery, the Google Sheet, signed webhooks and Zapier are on every plan. The Multi-office / 10+ attorneys plan adds integrations built for you.
- Solo Intake
- Clio Grow, Clio Manage, Google Sheets, CSV export, signed webhooks to any CRM, Zapier or Make
- Firm Intake
- The same, across multiple offices
- Multi-office / 10+ attorneys
- Everything above, plus custom integrations and a negotiated DPA
- Setup
- Minutes, from inside the app
Prices, minutes and limits for every plan: compare all plans.
Setup
Connected in one sitting
Step 1
Choose the destination
Clio Grow, Clio Manage, a webhook endpoint, Zapier or Make, or a Google Sheet.
Step 2
Paste a token or a URL
For Clio Grow, the Lead Inbox token and your region. For a webhook, your endpoint URL; Basalix signs every request.
Step 3
Send a test lead
Make a test call during the trial and watch the lead appear with its answers and summary.
Step 4
Work from the CRM
Your pipeline fills itself. Open the matter in Basalix for the recording and transcript.
Try it on your own firm: 14-day free trial, no credit card.Start free trial
FAQ
Questions about CRM integration
Clio Grow and Clio Manage natively. Any other CRM through signed webhooks on every plan, directly or through Zapier or Make, which covers Lawmatics, MyCase, HubSpot and most others. More native integrations are available on request.
The caller’s contact details, the practice area, your screening answers as structured fields, the booked consultation if there is one, and an AI case summary. The recording and transcript stay on the matter record in Basalix.
Their calls are grouped into one matter. The summary covers every call, new facts appear as caller updates, and the CRM lead is updated rather than duplicated.
Turn on the Google Sheet lead log, which is on every plan. When you choose a CRM later, connect it and new leads flow there; the sheet keeps the history.
Every qualified lead, in your CRM, without retyping.
14-day free trial. No credit card, nothing auto-charges.