Platform

AI-Powered Ticketing System

Every owner interaction - phone call, email, web form, or chat message - becomes a trackable ticket with full context preserved. AI automatically routes tickets to the right team, reducing manual assignment by 50%.

Firm App ticket dashboard

Sound Familiar?

Shared inboxes where emails get lost or forgotten

Phone calls with no record of what was discussed

Manual sorting of every incoming request

No visibility into ticket status or history

Every Channel, Automatically Tracked

No matter how owners reach out, their request becomes a ticket with full context preserved. No manual data entry, no lost conversations.

Incoming Emails Auto-creates ticket with original message, attachments, and sender info
Phone Calls Includes caller ID, call recording, and AI transcription
Web Forms Custom fields, photos, GPS location, file attachments
Chat Messages Full conversation history preserved in ticket
Manual Creation Staff can create tickets on behalf of owners
API/Imports Bulk ticket creation via spreadsheet or API
Email on mobile
Phone call
Form submission

Visualize Your Workload

Choose between Kanban board for visual workflow or list view for advanced filtering and bulk operations.

Kanban board view
Unassigned

New tickets waiting to be claimed by your team

Mine

Tickets assigned to you that need attention

Waiting

Tickets awaiting owner response

Closed

Resolved tickets with full history preserved

AI routing configuration

Let AI Sort Your Tickets

When a ticket arrives via email or phone, AI analyzes the content and automatically routes it to the right team. No more manual sorting or misdirected requests.

1
AI identifies the topic (payment question, address change, etc.)
2
Matches to the appropriate workflow
3
Assigns to the correct department or individual
4
Triggers any configured automations
50% reduction in manual assignment

Everything in One Place

Every ticket contains complete history of all interactions, from the first contact to final resolution. Internal notes, email chains, call recordings - all in one view.

Ticket Information

  • Unique ticket ID
  • Status tracking
  • Requestor details
  • Assignee
  • Due date
  • Workflow stage

Communication Thread

  • Complete interaction history
  • Internal notes (staff only)
  • Email chains preserved
  • Call recordings & transcripts
  • Attachments & documents
Ticket detail view

Built for Complex Operations

Ticket Merging

When the same owner submits multiple tickets about the same issue, view recent tickets from them and merge duplicates with one click. Full history preserved.

Custom Fields

Track additional information on any ticket: dropdowns, text boxes, category tags, well site references, or any business-specific data you need.

Owner Account Linking

Connect tickets to owner accounts by searching owner/account numbers. See all tickets for an account and track complete ticket history per owner.

AI-Assisted Responses

AI suggests response templates based on your knowledge base, canned responses, and similar past tickets. Reply faster with consistent messaging.

Ticket Reports

Built-in reports for tickets by status, assignee, resolution time, overdue tracking, and volume trends. Export to Excel, CSV, or PDF.

Customization

Rename "tickets" to match your terminology: Issues, Inquiries, Requests, or Cases. Configure notifications for new tickets, assignments, and more.

See the Ticketing System in Action

Schedule a personalized demo to see how Firm App's ticketing system handles your specific owner relations workflows.