Reception, chatbots, and intake
LEX Reception logo

LEX Reception

Transfer leads and qualified lead information directly from LEX Reception into Lawmatics as new matters.

Certified build path
Data-safe rollout
Go-live support
LEX Reception integration visual

Partner-grade

Implementation controls

Execution-ready

Rollout playbook

Implementation Proof

From kickoff through post-go-live support

1 Week

Typical launch window

Includes contact sync configuration and pipeline automation setup.

Every Lead

Pushed to Lawmatics

LEX Reception leads create matters with contact details and source attribution.

"LEX Reception handles our after-hours calls and every lead now shows up in Lawmatics tagged and ready for morning follow-up. We stopped losing weekend leads."

Managing Partner, Criminal Defense Firm

What You Get With This Integration

  • New contacts coming in via LEX are automatically pushed into Lawmatics
  • Activity timeline on that matter will log that the matter came from LEX

Integration Feature Details

Contact transferring

New leads captured by LEX Reception will automatically be pushed into your Lawmatics account as new matters. Additionally, any other information collected by LEX Reception will be logged on their matter profile as well.

Partner Implementation Blueprint

Estimated timeline: 1 week for standard setup including contact sync, automation triggers, and test validation.

  1. 1

    Connect your LEX Reception account to Lawmatics and confirm the contact sync is active.

  2. 2

    Configure pipeline automation so new LEX Reception matters are tagged with the correct source and assigned to an intake owner.

  3. 3

    Test by placing a call through LEX Reception and verifying the matter appears in Lawmatics with correct contact details and source attribution.

QA Checklist

  • New records appear in the destination tool with required fields populated.
  • Updates sync correctly without creating duplicates or overwriting approved values.
  • Failure states are logged and routed to a named owner.
  • Reporting views match expected counts before and after go-live.

Common Handoff Risks

  • Unmapped or renamed fields can silently break downstream automations.
  • Inconsistent ownership creates delays in triage when sync issues appear.
  • Missing QA gates can push bad data into reporting and billing workflows.

When This Integration Is the Right Fit

  • Criminal defense firm uses LEX Reception for after-hours and weekend calls. Each lead creates a matter in Lawmatics with caller details and the LEX source tag, so the intake coordinator can prioritize callbacks Monday morning.
  • Personal injury firm uses LEX Reception as overflow during high-volume ad campaign periods. Leads that would have gone to voicemail instead reach a live person and enter the Lawmatics pipeline automatically.
  • Small general practice uses LEX Reception to ensure no call goes unanswered during solo practitioner court appearances. Every lead is captured in Lawmatics regardless of when they call.

How This Fits into a Lawmatics Implementation Plan

A strong LEX Reception integration only works when field mapping, workflow ownership, QA, and team training are designed together. MHSB typically scopes this work as part of a Lawmatics audit, implementation project, or post-launch optimization engagement.

MHSB Integration Notes

MHSB Implementation Perspective

LEX Reception provides live answering services that push new leads directly into your Lawmatics pipeline. The integration ensures that calls handled by LEX — whether during business hours overflow or after-hours coverage — create matters in Lawmatics with the caller’s details and source attribution intact.

MHSB configures the integration so that LEX leads enter your pipeline with the right tags and automation triggers. For firms running paid advertising or handling high call volume, this prevents leads from falling through the cracks when your in-house team is unavailable.

How Leads Flow from LEX to Lawmatics

When a caller reaches LEX Reception, the operator collects their contact information and case details. That data is pushed to Lawmatics as a new matter. The matter activity timeline records that the lead originated from LEX Reception, so your team can track which leads come through the answering service versus other channels.

MHSB maps the contact fields and configures pipeline automation during setup so new LEX matters are assigned, tagged, and queued for follow-up without manual intervention.

Integration FAQ

Does LEX Reception create contacts or matters in Lawmatics?

LEX Reception creates new matters in Lawmatics with the caller contact information attached. The matter activity timeline logs the LEX Reception source.

Can we trigger follow-up automations from LEX Reception leads?

Yes. Matters created from LEX Reception can trigger Lawmatics automations for task assignment, email follow-up, and pipeline placement.

What information transfers from LEX Reception to Lawmatics?

Contact details collected during the call (name, phone, email, case type) are pushed to Lawmatics. Additional information captured by LEX Reception is logged on the matter profile.

Implementation Packages

Choose Your LEX Reception Implementation Path

MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.

Most Selected

LEX Reception Launch Sprint

Contact sync setup, source tagging, pipeline automation, and test call validation.

Ideal for: Firms adding LEX Reception overflow or after-hours coverage to their Lawmatics intake.

Next Step

Launch LEX Reception in Your Lawmatics Workflow

Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.