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The Phone App for Law Firms: Every Client Call, Logged on the Right File

How solo lawyers and small firms turn the phone into part of their case file
October 14, 2026 by
The Phone App for Law Firms: Every Client Call, Logged on the Right File
PHONE · FOR LAW FIRMS

Every client call, logged on the right file

For lawyers, the phone is where cases start, deadlines move and clients need reassurance. The Phone app brings those calls into your practice management: made, received and logged next to the client, the case and the next deadline.

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Incoming call
MV
M. de Vries
Employment case · 2026-014
Last call: 3 days ago · 12 min
KeypadRecentContactsActivities
Call back about hearing date
Today
4
widget tabs, always at hand
EU
hosting & AI processing with Axivox
1
business number on every device
0
phone hardware to buy
  Good to know: in Unomia, telephony is handled by the Phone app. It needs a VoIP provider. For law firms, Unomia works with Axivox: a Belgian provider that hosts European customers in Europe and processes recordings and transcriptions on its own servers.

Everything you need for professional calling

Built into Unomia, so every call lands where your work already is.

Click-to-call

Call any number in Unomia with one click: from a contact, a CRM opportunity or a helpdesk ticket.

Incoming calls with context

The Phone widget rings and shows who is calling, so you can open their record straight away.

Always-open widget

Keypad, Recent, Contacts and Activities stay open while you work anywhere else in Unomia.

Automatic call history

Calls are linked to the client and logged in their history. Full history in one click.

Recording & transcription

Record calls and turn them into searchable text. With Axivox this runs on its own European servers, without external AI.

Transfer, forward & routing

Pass calls to a colleague and route incoming calls automatically with your own rules and queues.

Call activities

Schedule calls as activities, sorted by due date, and dial straight from your to-do list.

Call analytics

See call volume and response times: how reachable is your firm, really?

On your smartphone

Use the widget in the Odoo mobile app or a SIP app like Linphone. One number, anywhere.

From phone call to invoice, in one system

Call
Client calls or you click-to-call
Logged
Call saved on the client & case
Follow-up
Activity scheduled before you hang up
Time
Duration ready for your timesheet
Invoice
Billed, nothing forgotten

  Use cases for law firms

Where the Phone app makes a daily difference in legal practice.

01

Client intake

A prospect calls about a dismissal, divorce or dispute. Create the contact during the call and schedule the intake before you hang up.

02

Every call on the right case

Calls with clients, opposing counsel, courts and experts are logged on the record. Months later you still know who said what, and when.

03

More accurate time recording

Short calls are the hours lawyers forget. Logged calls with duration make it easy to book time in Timesheets and invoice it.

04

Telephone attendance notes

Recording and transcription give a searchable record of instructions given by phone, useful when an agreement is later disputed.

05

Deadlines & call-backs

Plan "call client about hearing date" as an activity. Today's calls appear in the widget in order of due date.

06

Reception & cover

The secretary sees who is calling and transfers to the right lawyer, or to a colleague when that lawyer is in court.

07

Legal helplines & subscriptions

Offering subscription advice? With the Helpdesk integration every call is traceable and response times measurable.

08

Private number stays private

Clients reach your firm number on your laptop and smartphone, never your personal mobile.

  Recording calls? Always inform the other party first, and check that your approach complies with the GDPR and your professional confidentiality rules.

Before and after the Phone app

Without the Phone appWith the Phone app
  Calls scattered across mobiles and notebooks  Every call logged on the client and case
  Short calls never make it to the timesheet  Call duration ready to book and bill
  Call-backs on sticky notes  Scheduled call activities, sorted by due date
  Personal mobile number given to clients  One professional number on every device
  Colleague has no idea what was discussed  Shared call history and transcriptions
  Separate phone system to buy and maintain  No hardware: an internet connection is enough
PHONE + CASEY

Casey, your AI employee, picks up where the call ends

Casey is Unomia's AI employee for law firms, trained on your firm's own sources. The Phone app captures the conversation; Casey turns it into work that is ready for your review. You stay in control: Casey prepares, the lawyer decides.

C
Casey
  AI · Unomia
Lawyer stays in control
01

The call

You call or take the call in the Phone app. It is logged on the client and the case, and recorded and transcribed on Axivox's EU servers if you choose.

02

Summary on the case

Casey summarises the conversation and adds it to the case file, so colleagues can see the essentials at a glance.

03

Drafts & tasks

Casey drafts the follow-up email, the call summary for the client and the tasks that came out of the call, ready for you to review.

04

Deadlines watched

Deadlines and agreements from the call are added to the deadline monitoring of the case.

05

Time & invoice

The call is ready to book as time, and Casey supports the invoice check before billing.

From first call to advice
A new client calls? Casey supports the intake by legal area and advises on opening a case file, so the first conversation is never lost.
After office hours
Missed the call? Clients can reach Casey on WhatsApp outside office hours, so nobody waits until Monday for a first response.
Lawyer in control
Nothing goes out without your approval. Casey prepares; you review, adjust and send.

  Privacy first: why we choose Axivox

Client calls are confidential. Where your call data lives matters.

European company

Axivox is the brand of Evocom SRL in Walhain, Belgium: an EU provider under EU law.

Hosted in Europe

European customers are hosted on Axivox's Paris site. Its other sites (Singapore, North America) serve other continents.

No external AI for recordings

Recording, transcription and translation run on Axivox's own infrastructure, with analysis models on its European servers.

Encrypted calls

Signalling and audio can be encrypted end to end, with two-factor authentication for the admin portal.

AI transcription and the EU AI Act

Odoo also offers its own AI call transcription and summaries. This feature reportedly sends call audio to the OpenAI API, outside Axivox's European infrastructure. For confidential client calls we therefore advise leaving it switched off and using Axivox's EU-hosted transcription instead. Under the EU AI Act's transparency rules (Article 50, applicable since 2 August 2026), callers must be told when they are talking to an AI system: if you use an AI voice agent at reception, it must say so.

Built for the solo lawyer and the small firm

The solo lawyer

  • One number, everywhere. Your business number on laptop and smartphone; your private number stays private.
  • Your own back office. No secretary? Automatic call logging and activities do the admin for you.
  • No billable minutes lost. Every call is visible on the client, ready for time recording.
  • Professional from day one. Clients reach a firm number, not a personal mobile.
  • No hardware. No phone system to buy or maintain.

The small firm (2–15 people)

  • Shared client memory. Everyone sees the call history, so colleagues can take over during holidays or illness.
  • One-click transfers. Pass a call to the right lawyer instantly.
  • Better reachability. Routing rules and queues mean fewer missed calls from (potential) clients.
  • One system instead of five. Phone, CRM, cases, timesheets and invoicing in one Unomia environment.
  • Insight. Call analytics show where the pressure is and how fast the firm responds.

  A day with the Phone app

08:45
Start of the day
Three scheduled call-backs are waiting in the Activities tab.
10:15
New client
A prospect calls. You create the contact during the call and plan an intake.
13:30
In court
An incoming call reaches your smartphone via the same business number.
16:00
Settlement talks
Opposing counsel calls. The call is logged on the case; the transcription captures the offer.
17:30
Wrap-up
You review today's calls and book the time. Nothing to reconstruct from memory.

Frequently asked questions

  Do I need a new phone?

No. You call from your browser or the Odoo mobile app. You can also use a SIP app such as Linphone or a VoIP desk phone.

  Which provider do you use?

Axivox, one of Odoo's verified providers. It is a Belgian company that hosts European customers in Europe, so call data does not need to leave the EU.

  Is the Phone app GDPR (AVG) compliant?

No phone system is compliant on its own: as a firm you remain the data controller. With Axivox, a data processing agreement and the right settings (who records, how long recordings are kept, informing callers), you can set it up in line with the GDPR. Unomia helps with that configuration.

  Can I keep my current number?

Usually yes, through number porting with your VoIP provider. We check this for you during setup.

  Is it suitable for a one-person practice?

Yes. That is where it often pays off fastest: it replaces a secretary for call logging and follow-ups.

Make the phone part of your practice

Unomia sets up the Phone app with Axivox for your firm: EU-hosted numbers, users, mobile access, privacy-friendly recording settings and the link with your clients, cases and timesheets.

Book a free demo

Source: Odoo documentation – Phone