The calls your clients make after they sign with your firm land on the case record, right next to their written messages, updates, documents, checklist items and appointment data. Speed.ai powers this voice and call data integration for XOS.
Firms Hear Every Client Call, Not Just Every Lead
Your client picks up the phone. Six minutes later they have told your case manager the thing they would never put in a text: the doctor changed, the adjuster called, they are worried about making rent. Then the call ends and it is gone. Nobody writes the note. Nobody else on the team ever knows it happened.
Every other message thread was already recorded in Case Status, now phone calls are part of the communication history. No more blind spots in client conversations and no context lost.
Stop Writing Call Notes
The call lands on the case by itself, with who called, when, and how long it ran. Your case manager does not have to remember to document it, and nothing depends on whether they did.
End the "Nobody Called Me Back" Argument
A client insists they called three times. The case record shows what actually happened, in the same place as everything else. No digging through the phone system, and no taking anyone's word for it.
Keep the Phone System You Already Have
Integrations to 20+ phone and call tracking platforms, plus an open API for anything else. Your numbers, your routing, your carrier. Nothing about how your team answers the phone changes. One Case, One Timeline: The call sits next to the texts, the updates, and the documents your client already receives. Anyone picking up the file sees the whole relationship in one place instead of three.
Powers Client Intelligence
Once the call is turned into transcript and client data, it becomes usable by our Client Intelligence AI layer. Triage, Summary, Recommended Responses, Sentiment analysis all get powered by every client touchpoint, including the spoken word. Now you can really read the tea leaves of how your client is feeling.
Firms Hear Every Client Call, Not Just Every Lead
How This Integration Works with Case Status
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days, not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your other strategic technology partners and map key fields. We connect to Case Management Systems, Voice Solutions, Payment Systems and more. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
Speed.ai
Integration FAQs
No. Your numbers, your routing, your handsets, and your carrier stay exactly where they are. Speed.ai connects to the phone system you already run.
No. Case Status puts the call on the case so your team can find it later. Scoring intake agents is a separate Speed.ai product you would choose on purpose, for your intake team, not for your case managers.
Recording leaves a file sitting in your phone system where nobody goes looking. This puts the call on the matter, next to the texts and the updates, so someone actually finds it again.
Your recording policy and your consent practice stay in your phone system, unchanged. We are not changing what gets recorded. We are changing where it shows up afterward.
Talk to us. The Speed.ai connection is what carries the call into Case Status, and whether Speed.ai is also right for your intake team is a separate conversation.