How to Connect Your Lexicata Account to Smith.ai
If you’re an attorney or Law Firm already using Lexicata, this integration allows you to directly pipe the information from the calls our receptionists take into your Lexicata account. Existing customer records can have new information added such as new phone numbers, emails, and even notes from the call. The information submitted by your Smith.ai receptionists will be received into your Lexicata inbox within minutes, allowing you to set reminders to call someone, and enabling you to set up an automatic email to be sent reassuring your client that their request has been seen.
To connect your Lexicata and Smith.ai accounts, follow the steps below:
- Log in to your Lexicata account.
- Click on the Settings gear icon.
- Copy the Inbox Token (a.k.a. the API Key) and email it to firstname.lastname@example.org.
Please note: Each plan includes one free integration. CRM integrations are not available for Essential plans. View current pricing.