CASEBOUND 360
Automations & Integrations
The planned acquisition-to-intake-to-revenue operating system.
Full integration checklist Illustrative demo data • No live integrations
Architecture preview · No providers connectedNo production account changes or automation execution
Planned intake services6Ali’s intake roadmap concepts
Live connections0Production untouched
Readiness tasks33Access, build and verification
Human reviewRequiredEvery account modification
1Campaign / clickPlanned
2CallRail / websitePlanned
3Central lead recordPlanned
4Retell / human intakePlanned
5Firm case outcomePlanned
6Collected revenue feedbackPlanned
| Actions | ||||||
|---|---|---|---|---|---|---|
| Central lead record | Supabase | Organization-scoped lead, intake, call and case records | Development team | Not live · planned | ||
| Voice attribution | CallRail | Call IDs, source, campaign parameters and available click IDs | Development team | Not live · planned | ||
| AI voice intake | Retell AI | Disclosure, qualification, session ID and human handoff | Intake operations | Not live · planned | ||
| Follow-up messaging | Twilio SMS | Consent, callback reminders and delivery receipts | Intake operations | Not live · planned | ||
| Workflow coordination | n8n | Retries, idempotent sync, routing and callback creation | Development team | Not live · planned | ||
| Staff & firm portal | CaseBound | Permissioned access to assigned brands, records and outcomes | Portfolio administration | Not live · planned |