Lawcus
Reflekt Legal provides dedicated AI-powered intake specialists for legal firms and integrates seamlessly with Lawcus to ensure all lead and matter information stays accurate and up to date.
Integration Benefits
- Automatic Lead Sync: Instantly sync intake leads from your Lawcus marketing funnels into Reflekt Legal for timely and consistent outreach.
- Outbound Follow-Up: AI intake specialists proactively chase and nurture leads to increase conversions.
- Inbound Coverage: Full receptionist services, including call handling, phone routing, and complete intake support.
- Document & Questionnaire Handling: AI intake specialists can generate and upload documents, send and collect questionnaires, and ensure all required materials are stored properly.
- Custom Field Management: Automatically update custom fields in Lawcus to maintain clean, organized data.
- Pipeline Automation: Move leads seamlessly through your intake pipeline based on interactions, qualification criteria, and legal process.
How It Works
The integration automatically tracks the time spent on calls, transcribes and summarizes conversations, and allows attorneys to save call notes directly into Lawcus.
Connect Lawcus
- Log in to your Reflekt Legal account.
- Navigate to Integrations.
- Search for Lawcus.
- Click the Lawcus Connect button and you will be prompted to log in to your Lawcus account.
- Follow the flow to complete the login process.
Once you log in, the integration will be connected.