Communication
RingCentral
Capture every call and text from your RingCentral phone system and document it automatically.
- →Captures calls, voicemails, and SMS from your phone system
- →Recordings and voicemails are transcribed for AI summaries
- →Each conversation is matched to the client and logged in HawkSoft
Communication
Outlook Mail
Capture inbound and outbound Outlook email, with the Outlook add-in included for anything that needs a human touch.
- →Inbound and outbound emails captured and documented automatically
- →Includes the Outlook Add-in — document any email on demand from your inbox
- →Automation modes: Full (log every email), Semi (log clear matches, pause ambiguous ones), or Stop (review and log manually)
- →Route follow-ups with add-in task assignees
Agency Management
HawkSoft
Everything SAFE captures becomes a consistent log note, and an optional task, in HawkSoft.
- →Standardized log notes written into the client file, with the source document attached
- →Optional HawkSoft tasks with an assignee and due date
- →Daily customer sync keeps client matching accurate
- →Consistent titles and tags make HawkSoft search genuinely useful
Storage
SharePoint
Store every captured recording, email, and document in your own SharePoint library.
- →Files kept in your own SharePoint tenant
- →Every file is attached to the matching HawkSoft log note
- →Links opened from SAFE are short-lived and access-scoped
Storage
Azure Blob Storage
Prefer Azure? Keep everything in your own Blob storage container instead of SharePoint.
- →The same artifacts stored in your own Azure account
- →Choose one storage destination per agency — SharePoint or Blob
- →Files served via short-lived, access-scoped links
Communication
Web Extension
Save documents from any carrier portal straight to the client file in HawkSoft, from your browser.
- →Save a PDF to a client's file in 1–2 clicks
- →SAFE reads the document and drafts the log note for you
- →Installs from the Chrome Web Store