The call happened. The record didn't.
Most businesses already own good software. The trouble is that phone systems, CRMs, ticketing and billing tools don't talk to each other — so people become the integration, copying details between screens or not recording them at all.
What actually happened
- A 14-minute call with a long-standing client
- A promise to send documents by Friday
- A fix delivered over the phone
- A renewal question answered
What your systems know
- No time entry
- No follow-up task
- A ticket with one line, no time logged
- Nothing in the CRM history
The cost shows up as unbilled time, incomplete client histories, missed follow-ups and reports that don’t reflect the work your team does.
Connect. Understand. Automate.
OrbIT sits between the systems you already use and does the work of keeping them in step.
Connected sources (example workspace)
- Connected
Business phone system
Call records, read-only
- Connected
Practice management
Contacts, matters, time entries
- Authorizing
PSA / ticketing
Companies, tickets
- Custom
In-house scheduling app
REST API
Each connection requests the narrowest scope that supports the workflow you enable.
Inbound call, interpreted
Call metadata
- From
- (555) 013-4471
- Direction
- Inbound
- Duration
- 12m 41s
- Answered by
- J. Ortega
Matched record
Harper & Lowe LLP
Matter: Estate of R. Diaz
Draft summary (authorized transcript)
Client asked about the timeline for probate filing and requested a copy of the draft inventory. Follow-up: send inventory by Friday.
Actions prepared from this call
- Synced
Log call to matter history
Practice management
- Needs review
Suggested time entry, 0.3 h
Waiting for attorney review
- Created
Task: send draft inventory
Due Friday, assigned to J. Ortega
Watch a call become finished work.
Each step shows what OrbIT does and where a person stays in control. It plays on its own; pause it or step through at your pace.
Phone system
ReceivedInbound call ended
- Caller
- (555) 013-4471
- Answered by
- J. Ortega
- Duration
- 12m 41s
Automation results
- Call record received
- Client identified (pending)
- Call logged to matter history (pending)
- Time entry drafted (pending)
- Entry approved by a person (pending)
- Available in existing billing workflow (pending)
Step 1 of 6
Synthetic data. In a demo we run the same flow against the systems you use.
Click to Book a DemoOne layer across your operations.
The same platform capabilities power every product and industry workflow.
- Call intelligence
- Capture call metadata, direction and duration from supported phone systems and associate each call with the right client.
- Record matching
- Identify the contact, account, matter or ticket behind an interaction using the data already in your systems.
- AI-assisted summaries
- Draft conversation summaries and follow-ups where authorized transcripts are available.
- Suggested time entries
- Prepare time entries from real call activity for staff to review, edit and approve.
- Workflow automation
- Create tasks, update tickets, send surveys and trigger approved workflows across connected tools.
- Operational analytics
- See call volume, activity and follow-up patterns across teams in one place.
Three products. One platform.
Start with the problem in front of you. Each product shares the same integrations, governance and audit trail.
Built around how your industry works.
The workflows differ by industry. The goal doesn't: no client interaction left out of your systems.
Works with the systems you already run.
Every integration is labelled honestly: available today, delivered as a custom integration, or planned.
Your systems
Where activity starts
- Business phone system
- CRM
- Practice management
- PSA & ticketing
- Custom applications
Connectors
Scoped, least-privilege access
- Supported APIs
- Scoped permissions
- Only what a workflow needs
OrbIT intelligence
Interpret and decide
- Client and record matching
- AI-assisted summaries
- Workflow rules
- Human review queue
Outcomes
Written back to your tools
- Updated records
- Tickets and tasks
- Approved time entries
- Dashboards and reports
Automation you can account for.
OrbIT handles client conversations and business records, so governance is part of the design rather than an add-on.
- Least-privilege connections
- Each integration requests only the scopes its workflow needs.
- Human oversight
- Billing, client-facing and sensitive actions wait for a person to approve them.
- Auditability
- Automated and human actions are recorded so you can see what happened and why.
- Consent-aware AI
- Recording and transcription are used only where consent and confidentiality obligations are met.
Expert help, from strategy to integration.
When a workflow needs design, development or governance work, our team delivers it on the same platform.
- AI ConsultingIdentify where AI can make a measurable difference in your operations, and build a practical plan to get there.
- CRM Development & CustomizationCRM solutions designed around how your business actually works — not the other way around.
- Custom API IntegrationsConnect the software, communication platforms and data sources your business depends on.
- Business Process AutomationRemove repetitive work through thoughtful workflow design and intelligent automation.
- Regulatory Compliance & GovernanceImplement governance controls and operational visibility that support your compliance obligations.
- Enterprise AI ImplementationDeploy AI responsibly — configured, integrated and governed for your organization.
See OrbIT working with your systems.
We walk through a live workflow and review which of your phone, CRM and business platforms OrbIT can connect.
