CaseLine bridges your phone system with the software your team already runs on. Incoming calls screen-pop the right record. Completed calls are transcribed, summarized, and posted to your CRM or helpdesk with action items — without anyone typing a word.
Law firms IT & managed services Sales teams Insurance agencies Real estate Healthcare practices Anyone with a phone + a CRM
Four jobs your team is doing by hand today. CaseLine does them in the background.
The moment the phone rings, CaseLine matches the caller to a contact, matter, ticket, or lead and pops the right record on screen. No fumbling through your software while the customer waits.
Calls are transcribed by Deepgram and summarized by Claude. You get a concise summary, action items, and the full transcript — without leaving your phone system.
Summaries land in Filevine, Lead Docket, Centerbase, MerusCase, LeadSquared, or Freshservice as Activity entries. Action items become tasks. Your records stay current without anyone touching a keyboard.
CaseLine is a thin desktop bridge. Recordings come from your phone system. Posting credentials are yours. The whole flow stays inside your perimeter — we never see your data.
CaseLine plugs into the software your team already runs on.
Three steps. Zero training. Your team keeps working the way they already do.
Your phone system fires the inbound event. CaseLine matches the caller's number against every connected CRM and pops the matching contact, matter, lead, or ticket on the agent's screen before they pick up.
CaseLine pulls the recording, sends it to Deepgram for transcription, and routes the transcript through Claude for a summary plus extracted action items.
The agent reviews and clicks Post. The summary lands as a Note or Activity on the right record. Action items become tasks assigned to the right person. Your system stays current before the next call.
Per user, per month. Cancel anytime. Annual plans save up to 15%.
All plans include AI transcription & summary, screen-pop, and auto-posting. Pricing is per active user. Volume discounts available for teams of 25+. Talk to us for custom plans.
Fifteen-minute walkthrough. We'll show you exactly how it slots into your phone system and the software your team already runs on.
