If you’re looking for a practical Gravity Legal answering service integration, you’re in the right place. Many small law firms and legal professionals want to save time and improve client experience by connecting their phone answering service to their billing and payment tools. With Upfirst’s AI answering service and Gravity Legal, you can automate workflows that ensure every important call is captured and acted on—without you or your staff needing to do manual follow-up.
What is Gravity Legal (now Confido Legal)?
Gravity Legal (now Confido Legal) is a payment and billing platform built specifically for law firms and legal professionals. It helps attorneys accept client payments (credit card, ACH, eCheck), automate invoicing, manage trust accounting, and track transactions—all while staying compliant with legal industry rules. With a user-friendly dashboard and simple integrations, Confido Legal streamlines the financial side of running a law firm so you can focus on serving clients.
What can you do with Confido Legal and Upfirst’s AI answering service?
The Confido Legal answering service integration allows you to connect your phone answering workflow directly to your firm’s billing and payment platform via Zapier. Here are a few powerful ways legal professionals use this:
1. Instantly create new payment requests after an intake call
How it works:
When a potential client calls your firm, Upfirst’s AI receptionist asks for key details—such as name, email, case type, and preferred payment method. As soon as the call ends, Zapier sends this information to Confido Legal and automatically creates a payment request or invoice for the client.
Why it matters:
This workflow eliminates manual re-entry of information, reduces errors, and gets your firm paid faster. For example, if someone calls to retain your services, you can send them a secure payment link within minutes of the call.
2. Automatically update client records with custom call data
How it works:
Upfirst allows you to capture custom fields during calls (such as matter number, type of legal issue, or referral source). After the call, Zapier maps these fields to the appropriate client record in Confido Legal, updating their profile or adding notes.
Why it matters:
You always have up-to-date records without extra admin work. This is especially helpful for busy solo attorneys or small practices who want to keep client files organized with no extra effort.
3. Route urgent calls for immediate payment follow-up
How it works:
Upfirst’s AI can analyze call transcripts for keywords like “emergency” or “urgent.” You can set up a Zapier filter so that if these words are detected, the system instantly notifies your billing team (by email or Slack) and creates a payment request in Confido Legal.
Why it matters:
No more missed opportunities or delayed payments when a time-sensitive matter comes in. Your staff knows exactly when and how to follow up.
4. Set up conditional actions based on caller responses
How it works:
If a caller answers specific intake questions (for example, indicating they’re a new client or that they’re ready to pay a retainer), Zapier can trigger Confido Legal to create a new client, start a payment workflow, or send a welcome packet.
Why it matters:
You can give every caller a tailored experience, improve your conversion rate, and automate tedious steps that usually eat up your time.
What actions can you trigger in Confido Legal after our virtual receptionist answers a call?
While the specific list of Zapier actions for Confido Legal isn’t publicly documented, typical actions you can expect to automate include:
- Create a new payment request or invoice
- Add a new client/contact
- Update an existing client/contact
- Add notes or call summaries to a client’s record
- Send a payment link or retainer request
We recommend checking the Zapier app directory or Confido Legal’s documentation for the most up-to-date, detailed list. These are the core functions most law firms use to automate client onboarding and billing after an intake call.
How to connect Confido Legal to Upfirst
Setting up your Confido Legal virtual receptionist integration is easier than you think. Here’s how to do it in just a few steps:
- Sign in to Zapier
If you don’t have a Zapier account, create one at zapier.com. - Create a new Zap
Click “Create Zap” in your Zapier dashboard. - Set Upfirst as the trigger
- Search for “Upfirst” and select it.
- Choose the “Call Completed” trigger.
- Connect your Upfirst account and test the trigger to pull in sample call data.
- Add Confido Legal as the action app
- Search for “Confido Legal” and select it.
- Choose the appropriate action (e.g., Create Payment Request, Create Client, Add Note).
- Connect your Confido Legal account.
- Map your fields
Use the Upfirst call data—including caller name, email, and any custom intake fields—to populate the Confido Legal action. For example, map the client’s name and email from the call to create a new contact in Confido Legal, or use the call summary to add a note to the client’s file. - Add filters or conditions (optional)
If you want to trigger actions only for certain calls (e.g., only new clients, only urgent matters), use Zapier’s filters or Paths to set those rules. - Test and turn on your Zap
Run a test to make sure everything works as expected. When you’re happy with the setup, turn the Zap on.
That’s it! Your Confido Legal answering service integration is now live. Every call handled by your AI receptionist can seamlessly create or update records, send invoices, or trigger other workflows in Confido Legal—saving you time and helping you deliver a more responsive client experience.
If you’re ready for a smarter Confido Legal virtual receptionist integration, Upfirst and Zapier make it simple—even if you’re not a tech expert.
