Texts and calls
CurrentClient
See client texts, calls, and call summaries in Kerdora, and text clients from your CurrentClient line.
A client mentions a new job on a Tuesday call. With CurrentClient connected, that call’s summary sits in Kerdora beside their plan, and each action item from it is 1 click from becoming a task.
What you get
Every conversation in 1 place. Texts, calls, and voicemails show on a client’s Conversations tab, with 1 thread per household member. Kerdora matches them by phone number.
Call summaries you can act on. Each call shows its summary and action items. Select Add as task on any action item, or select Ask Dora about this call.
Texting from Kerdora. Send texts and pictures from your CurrentClient line. You pick a household member’s number from their plan, so you never type one. Kerdora won’t text a number marked do-not-contact.
Texts & calls on Home. Home lists your latest call or text with each client. Open a row to jump to that client’s conversation.
2 years of history on day 1. Kerdora reads your last 24 months of calls, texts, and voicemails when you connect.
If your firm also uses Slant, texts you send from Kerdora reach Slant’s Phone tab through Slant’s own CurrentClient sync.
What moves where
Into Kerdora
Texts
Calls
Voicemails
Recordings
Call summaries
Action items
Back to CurrentClient
Texts you send
Set it up
Go to Settings → Integrations and connect CurrentClient.
Check that household members have their phone numbers. Settings → Integrations lists any number Kerdora can’t match, so you can add it.
Open a client and select Texts & calls.