Alert Communications is a virtual receptionist and call center service that works exclusively with law firms. They provide live receptionists who can answer your calls and either transfer them to you or take a message.
The integration with Lexicata enables the contact information taken down by Alert Communications 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 Alert Communications on their website: https://www.alertcommunications.com
How to Integrate Alert Communications
Alert Communications handles the majority of the work on their side, so setting up the integration is incredibly easy.
All you need to do is locate 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 directly from Alert Communications into the right Lexicata account.
Just copy/paste this token into an email, and send it over to your Alert Communications representative in order to have them start sending potential leads into your Lexicata account.
How to Manage Leads from Alert Communications
Any time a new potential client is input into your Lexicata account by an Alert Communications virtual receptionist, 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 either 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.