ApexChat is a full service website chat solution. They provide a live chat widget which can be installed on your law firm website along with live customer service representatives who will manage the conversations with incoming website visitors.
Website live chat has been shown to significantly increase conversion rates by encouraging more website visitors to get in touch with your law firm and providing a live person to interact with and answer questions.
The integration with Lexicata enables the contact information of a potential client along with the full chat transcript taken down by a customer service representative during the chat conversation to be automatically transmitted into your Lexicata account.
This will help streamline your intake process by minimizing data entry and also help to ensure that you never let a potential client slip through the cracks again due to a failure to follow up.
You can learn more about the services provided by ApexChat on their website: http://www.apexchat.com/
How to Integrate ApexChat
ApexChat handles the majority of the work on their side, so setting up the integration is incredibly easy.
All you need to do is find the “Inbox Token” from the integrations page in your Lexicata settings. This token is how your Lexicata account can be uniquely identified so that the data comes into the right Lexicata account from ApexChat.
Just copy/paste this token into an email, and send it over to your representative at ApexChat in order to have them set up the integration for you.
How to Manage Leads from ApexChat
Any time a new potential client is input into your Lexicata account by an ApexChat customer service representative, it will show up in the Lexicata “Lead Inbox.”
Think of this as the holding area for any potential clients who you have not yet called back.
Once you review the lead’s information in the inbox, you can remove bad leads or use the Quick Intake to create a contact and matter, and add them to your pipeline for further tracking and follow up.
Learn more about managing your new leads in our Lexicata Inbox Feature Guide.