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How to set up Lex Reception integration?
How to set up Lex Reception integration?

Setting up Lex Reception Integration: A Step-by-Step Guide

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

Integrating with Lex Reception - a virtual legal answering and reception service - adds a boost to your relationship management processes enabling you to qualify and convert more desirable leads, enhance your firm reputation, onboard and intake new clients with ease, and so much more.

Note: None of Lawcus' pricing plans is inclusive of Lex Reception subscription - you have to purchase a LexReception subscription separately

Integrating with Lex Reception

To set up an integration with Lex Reception from Lawcus

  1. From your Lex Reception account, click the gear-like Settings icon

  2. Tap Advanced Settings and ensure it's switched to the Integrations tab.

  3. Click on Lawcus, then tap Activate in the next window.

    Note: If Lawcus does not appear, try using another web browser

  4. Tap Continue in the Setup Trigger window.

  5. Enter your Lawcus account login email and password, then tap the Log in button.

  6. Tap Allow in the next authentication window.

  7. Define the action expected upon a trigger by selecting any of the 3 available options (or targets), then tap Continue. In this case, we choose Contact.

  8. Populate all fields by selecting the appropriate options from the drop-down menus, and once done, click Continue.

  9. Click the Test button to try out the new integration.

  10. Navigate to Contacts on your Lawcus account to confirm the test contact has been added.

  11. Navigate back to Lex Reception and click the Finish button in the successful test window, to conclude the integration process.

    ​By following these steps, you can successfully integrate Lex Reception with Lawcus, streamlining your legal practice management and communication processes. If you encounter any difficulties during the setup, don't hesitate to reach out to Lawcus support for assistance and guidance.

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