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CRM Trial + Integration

Trial JUNIQ beside your existing CRM first. Integrate after the workflow is proven.

Use JUNIQ as a recording and note-taking layer beside the current CRM, then connect secure integrations once the workflow, consent process and file structure are approved.

Start Recorder TrialRequest Integration Plan

1. Trial beside the CRM

  • Open JUNIQ during a test consultation or meeting.
  • Record with consent.
  • Generate summary, notes and follow-up actions.
  • Download and manually upload the record into the CRM.

2. Map the fields

  • Client/patient name
  • File or matter number
  • Appointment date
  • Transcript, summary and professional notes
  • Follow-up appointment and email actions

3. Connect securely

  • CRM API or webhook where available
  • Microsoft/Google email and calendar
  • Secure database and encrypted file storage
  • Consent logs, audit logs and role permissions

Request CRM integration plan

Tell us what CRM/system you use and what you want JUNIQ to send into it.

Send Integration RequestOpen Recorder Trial
JUNI does the paperwork

JUNI drafts the notes, contracts, referrals and paperwork.

JUNI turns professional conversations into working records, summaries, draft documents, follow-up actions and file-ready paperwork for human professional review and approval.