Unbundled Attorney is a lead generation platform. They provide a service connecting clients to attorneys who agree to define a limited scope for the attorney's involvement in a case right down to detailed, specific tasks.
The integration with Lexicata enables new leads from Unbundled Attorney 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 missed call, or a failure to follow up.
You can learn more about the services provided by Unbundled Attorney on their website: https://www.unbundledattorney.com/
How to Integrate Unbundled Attorney
Unbundled Attorney handles the majority of the work on their side, so setting up the integration is incredibly easy.
All you need to do is locate your “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 Unbundled Attorney.
Just copy/paste this token into your Unbundled Attorney account in order to set up the integration.
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How to Manage Leads from Unbundled Attorney
Any time a new lead is input into your Lexicata account by Unbundled Attorney it will show up in the Lexicata “Lead Inbox.”
Think of this as the holding area for these leads. Once you review the lead’s information in the inbox, you can use 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.