Attio
App details
First Release
August 2026
Attio price
Starts at $0/mo.
Attio integration overview
DocketWise is the leading immigration case management solution, built to match the way modern immigration firms work. The CallRail integration connects your call tracking data directly to your DocketWise account, streamlining your workflow by eliminating manual data entry.
Every time a lead calls, texts, or submits a form, CallRail checks DocketWise for a matching contact by phone or email. It seamlessly updates an existing record or creates a new one on the spot, automatically logging attribution details — including the source, medium, and landing page directly into DocketWise.
This real-time sync also powers Voice Assist. When a call comes in, your AI agent instantly references your records in DocketWise, recognizing exactly who is calling and personalizing the conversation before it even starts.
Integration Features
- Personalized Caller Recognition: Voice Assist integrates with DocketWise to recognize existing contacts instantly, allowing your AI agent to greet known leads by name and deliver a personalized intake experience.
- Automated Contact Management: CallRail automatically creates or updates a contact for every tracked call, text, and form submission, keeping your records accurate without the need for manual data entry.
- Detailed Marketing Attribution: Every inbound call, text, and form submission becomes a DocketWise contact with full marketing attribution attached, giving your team clear visibility into which campaigns and channels are driving your best cases.
- AI-Generated Call Summaries: For accounts with Conversation Intelligence enabled, CallRail automatically includes a concise, AI-generated summary within each Activity Note. This allows your team to quickly understand the context of a call without needing to listen to the entire recording.
