PATLive is a virtual receptionist service. 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 your virtual receptionist 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 PATLive on their website: https://www.patlive.com
How to Integrate PATLive
PATLive handles the majority of the work on their side, so setting up the integration is incredibly easy.
All you need to do is generate an “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 PATLive.
Just copy/paste this token into an email, and send it over to your PATLive representative in order to have them set up the integration for you.
How to Manage Leads from PATLive
Any time a new potential client is input into your Lexicata account by a PATLive 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 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.