Easybee + Legalboards Integration

Streamline Your Law Firm’s Workflow with Seamless Call-to-Task Automation

At Easybee, we’re proud to offer a powerful integration with Legalboards—a leading legal project management tool designed specifically for law firms. This collaboration enhances how your practice handles client communications and task management, saving you time and improving client experience.

What Is Legalboards?

Legalboards is a workflow and task management software built for legal professionals. It helps law firms visualize and automate their processes using customizable Kanban-style boards. Whether you’re managing case milestones, client onboarding, or internal operations, Legalboards lets you stay organized, track progress, and automate repetitive steps.

With Legalboards, law firms can:

• Create custom workflows for different practice areas
• Assign tasks and due dates to team members
• Automate status updates and email notifications
• Visualize cases through every stage of progression
  

What Is Easybee?

Easybee is a virtual bilingual receptionist service tailored for small to large law firms. We handle your incoming calls with professionalism, friendliness, and fluency in both English and Spanish—helping you capture leads, manage current clients, and stay available 24/7 without the overhead of in-house staff.

Our services include:

• Live call answering in English and Spanish
• Message taking and call screening
• Appointment scheduling
• Lead qualification and intake
• Custom call scripting for consistency and compliance
  

How Does the Easybee + Legalboards Integration Work?

We’ve partnered with Legalboards to create a direct API-based integration that connects our virtual receptionist services with your Legalboards account. Our IT teams worked together to ensure a secure, smooth, and flexible setup.

Here’s how it works:

Whenever Easybee handles a call for your firm, the information from that call can be automatically pushed into Legalboards—creating a new record or updating an existing one, depending on the setup. This eliminates the need for manual data entry and ensures that every message or client interaction is captured and organized in your legal workflow.

You can customize the integration to fit your firm’s needs:

• Sync only potential client calls
• Sync all incoming calls
• Sync calls from both potential and current clients

This flexibility allows you to decide what data enters your boards, keeping your workflow clean and relevant.

Why Integrate?

Save Time – Eliminate repetitive data entry
Stay Organized – Keep client and case data aligned
Act Faster – Turn phone calls into actionable tasks
Improve Accuracy – Reduce manual errors
Enhance Client Experience – Ensure no message falls through the cracks

Ready to Integrate?

If you’re already an Easybee and Legalboards user, reach out to our team today to activate your integration.

Need help getting started? Contact us and we’ll walk you through setup and customization.