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Communications

Connect your email, video calls, messages, and calendar. B.Legal surfaces billable activity from your communications and mirrors your court dates to Google Calendar.

Platform availability: Gmail scanning, Zoom import, and the Google Calendar integration are available in the Mac and iOS apps. iMessage scanning is Mac-only (requires macOS Messages database access). Web support for these integrations is on the roadmap.

Gmail Integration

What it does

The Gmail integration connects your Google Workspace or personal Gmail account to B.Legal. Once connected, B.Legal scans your mailbox for emails related to your matters and surfaces them as potential time entries and task reminders. The same connection is used to send invoices by email from within B.Legal.

Setup

  1. Open integration settings. Go to Settings, then Integrations, then Gmail.
  2. Click "Connect Gmail." A Google sign-in window opens. Sign in with the Gmail account you use for legal correspondence.
  3. Grant permissions. B.Legal requests permission to read your email and to send email on your behalf (used for invoice delivery). Review the permissions and click "Allow."
  4. Run your first scan. Start a scan and review the suggestions it produces.

How to use it

  1. Review email-based suggestions. Scanned emails are classified by AI into time and task suggestions, each showing the email context and a proposed entry.
  2. Confirm the matter. B.Legal auto-matches emails to matters; verify the match and correct it if needed.
  3. Approve time entries. Click "Approve" to create a time entry from the suggestion, or dismiss it.

Tips

  • Add client email addresses to client records for better auto-matching. When B.Legal sees an email from a known client address, it matches it to that client's matters with high confidence.
  • B.Legal tracks which emails have already produced time entries, so approving from the queue never double-bills an email.
  • The Mac app also runs a daily evening scan while it is open. To disconnect, go to Settings, then Integrations, then Gmail, and click "Disconnect." You can also revoke access from your Google Account settings.

Zoom Integration

What it does

The Zoom integration scans your completed Zoom meetings, Zoom Phone calls, and voicemails, and converts them into time entry suggestions grounded in the meeting transcript where one is available. You assign each suggestion to the correct matter before anything is saved.

Setup

  1. Open integration settings. Go to Settings, then Integrations, then Zoom.
  2. Connect Zoom. Authorize B.Legal with your Zoom account.

How to use it

  1. Run a Zoom scan. B.Legal pulls your completed meetings, calls, and voicemails.
  2. Review each suggestion. A suggestion shows the meeting title, participants, start time, and duration.
  3. Assign a matter using the matter picker. Select the matter the meeting relates to -- matter assignment is explicit, so nothing lands on the wrong case.
  4. Adjust and approve. Tune the duration if only part of the meeting was billable, then approve to create the time entry.

Tips

  • Use descriptive meeting titles that include the matter name -- it makes review much faster.
  • Where Zoom provides a transcript (Zoom transcription is enabled in your Zoom account settings, on Zoom's paid plans), the suggested narrative is grounded in what was actually discussed.
  • Zoom Phone calls and voicemails are captured too, so phone time doesn't slip through.

iMessage Scanning

What it does

On macOS, B.Legal can scan your Messages history for client-related conversations and surface them as potential time entries. Conversations are matched to contacts and filtered by matter keywords, then grouped into 0.1-hour entries -- capturing the text-message communications that otherwise go unrecorded.

Setup

  1. Enable iMessage scanning. Go to Settings, then Integrations, then iMessage.
  2. Grant disk access. macOS requires Full Disk Access for B.Legal to read the Messages database. When prompted, open System Settings, then Privacy & Security, then Full Disk Access, and enable B.Legal.

How to use it

  1. Run a scan. B.Legal reads the Messages database, resolves contacts, and filters conversations by your matter keywords.
  2. Review suggestions. Each suggestion shows the contact and conversation context with a proposed grouped entry.
  3. Assign to a matter and approve. Select the correct matter and approve the entry.

Tips

  • iMessage scanning is only available on the native macOS app. It is not available on iOS, web, or PWA platforms.
  • Message scanning happens locally on your Mac; only the resulting time entries sync to the cloud.
  • Add client phone numbers to client records for better matching of conversations to matters.

Google Calendar

What it does

The Google Calendar integration works in two directions, each with a specific job: court dates you create in B.Legal are pushed to your Google Calendar, and your Google Calendar events are displayed inside B.Legal's firm calendar and dashboard so your whole day is in one view.

Setup

  1. Open integration settings. Go to Settings, then Integrations, then Google Calendar.
  2. Connect Google Calendar. Sign in with your Google account and grant B.Legal calendar access.

How to use it

  1. B.Legal court dates on Google Calendar. Court dates created in B.Legal are mirrored to your Google Calendar, so they appear on your phone and anywhere else you check your calendar.
  2. Google events inside B.Legal. Your Google Calendar events are shown on B.Legal's unified calendar and in the dashboard's today/tomorrow preview.

Important

Edits made in Google Calendar do not update the B.Legal record. If a hearing is adjourned, change the court date in B.Legal -- that keeps the B.Legal calendar, notifications, and the Google mirror consistent.

Tips

  • Treat B.Legal as the system of record for court dates and Google Calendar as the convenient mirror.

Invoice Email Delivery

What it does

With Gmail connected, you can email invoices directly from B.Legal. The invoice is rendered to PDF, attached to a template-merged email, and sent through your own Gmail account -- and the invoice transitions from draft to sent when it goes out.

How to use it

  1. Open the invoice. From the Invoices section or the matter's Invoices tab, open the invoice you want to send.
  2. Choose "Send by Email." Review the pre-filled recipient, subject, and body.
  3. Send. The email goes out through your Gmail account with the PDF attached, and the invoice is marked sent.

Tips

  • Because the email is sent from your own Gmail account, it lives in your Sent mail like any other correspondence.
  • You can also schedule reminder emails for past-due invoices -- see the Time & Billing guide.

Need help connecting an integration?

Our support team can walk you through Gmail, Zoom, and Calendar setup in a 15-minute call.

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