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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 2 months ago

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

Note: None of Lawcus' pricing plans includes the Lex Reception subscription. You have to purchase a LexReception subscription separately.

Steps to Integrate with Lex Reception

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

  2. Click on Advanced Settings and ensure it's switched to the Integrations tab.​

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

  4. Tap Continue in the Setup Trigger window.​

  5. Enter your Lawcus account Credentials, 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) (Contact, or Lead or Matter), then tap Continue.​

  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.

​Note: If Lawcus does not appear in your Lex Reception Account, try using another web browser

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