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
From your Lex Reception account, click the gear-like
Settings
icon.Click on
Advanced Settings
and ensure it's switched to theIntegrations
tab.Click on
Lawcus
, then tapActivate
in the next window.Tap
Continue
in theSetup Trigger
window.Enter your Lawcus account
Credentials
, then tap theLog in
button.Tap
Allow
in the next authentication window.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
.Populate all fields by selecting the appropriate options from the drop-down menus, and once done, click
Continue
.Click the
Test
button to try out the new integration.Navigate to
Contacts
on your Lawcus account to confirm the test contact has been added.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