How Easybee Integrates with Legalboards to Simplify Law Firm Workflows

In today’s legal world, efficiency isn’t a luxury—it’s a necessity. That’s why Easybee is excited to announce our direct integration with Legalboards, a legal project management platform trusted by law firms worldwide. This partnership is designed to help your firm automate repetitive tasks, capture every client interaction, and keep your workflows seamless and stress-free.

Whether you’re a solo attorney or managing a multi-lawyer practice, here’s how our Legalboards integration can streamline your day-to-day operations.

What Is Legalboards?

If you haven’t explored Legalboards yet, it’s a task and workflow management tool built specifically for law firms. Think of it as your legal dashboard—offering a visual, drag-and-drop system that helps you move clients and cases through each stage of your legal process.

With Legalboards, your firm can:

• Create customized workflows for different legal services
• Assign tasks with deadlines and automate reminders
• Visualize progress using Kanban boards
• Reduce manual work with smart automation

It’s like having a case manager and a task tracker in one place.

What Is Easybee?

Easybee is a bilingual virtual receptionist service that specializes in helping law firms manage incoming calls, capture leads, and provide exceptional client service—all without hiring in-house staff.

We offer:

• Live call answering in English and Spanish
• Lead intake and message capture
• Appointment scheduling and CRM updates
• Custom scripting tailored to your firm’s needs

Our mission is to help you never miss a call, stay organized, and grow your client base with confidence.

How the Easybee + Legalboards Integration Works

Now, here’s where things get exciting.

We’ve worked hand-in-hand with the Legalboards team to create an API-based integration that allows Easybee to push data from incoming calls directly into your Legalboards account.

Here’s what that means for your law firm:

Every time Easybee answers a call for your firm, the relevant message and client data can automatically generate a new record or update an existing one inside Legalboards. This keeps your boards updated without you lifting a finger.

Even better—you can choose how the integration works:

• Only sync calls from potential clients
• Sync all types of calls
• Or just sync potential + current clients

This flexibility ensures your boards stay clean and actionable, based on what’s important to your practice.

Why This Integration Matters

Time is money—especially for attorneys. This integration is designed to give you more time to focus on billable work while making sure nothing falls through the cracks.

Here’s what you get:

• Instant updates to your legal workflow
• No more missed messages
• Less manual entry = fewer errors
• Better visibility into client communications
• Smoother collaboration with your legal team

Legal Tech That Works Together

The Easybee + Legalboards integration is about connecting the dots in your legal operations. It brings together client communication and case management in a way that’s efficient, reliable, and tailored to your firm’s workflow.

If you’re already using Legalboards, activating this integration is simple—and we’ll help you every step of the way.

Need Help Setting It Up?

Our team is here to guide you through the integration process.
📩 Contact us or talk to your Easybee account manager to get started today.