How to integrate SAS with Lexicata
Clio (formerly known as Lexicata) is an online customer relationship management system for law firms, lawyers, and attorneys to organize and keep track of client data - all in one place. When you integrate Clio with Specialty Answering Service, our virtual receptionists will be able to gather details from your caller, and submit that data through the integration to your Clio Lead Inbox. Through this process we are able to work in tandem with your law firm, eliminate extra work on your side and help maximize productivity.
In this article we'll discuss:
Connect Clio with Your SAS Account
1
In the SAS Desk portal, click Apps from the left side menu. From the Apps screen, click the
Configure button under the Clio logo.
2
On the next screen, enter your Lexicata
API Key, and then click
Connect to my account.
Setting Contact Data Parameters
1
Now that Lexicata is connected, click
Add configuration to begin the setup. The
Lexicata Integration section will be displayed. This is where you'll set the parameters for how you'd like call data to be sent to Lexicata.
2
First, select the
Script that you'll be connecting.
3
Then, you'll need to tell the system how to manage the caller's contact details. Choose what email address Lexicata will show in each lead by selecting an option next to
Send Data.
If
Send call data on behalf of email provided by caller is chosen, leads will have the caller's email address. Note that if the caller does not provide an email address, data will be sent from notifications@sasdesk.com by default.
If
Send call data from notifications@sasdesk.com is chosen, leads will have notifications@sasdesk.com as their email address.
If
Send data from email address is chosen, leads will contain the static email address you enter.
Create Your Lexicata Lead Message
Once the configurations are set, you'll need to create the content of the message associated with the lead in your Lead Inbox.
1
Next to
Message, you'll see a list of all of the custom
step labels associated with the campaign you selected, in addition to
default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the
call script builder to determine the step labels in the specific path you are mapping.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click and drag the variables from the left side to the box on the right.
2
After you add the variables that you'd like to appear in the message, be sure to format them by placing each element on a separate line. You can also add headings such as, "Phone Number: [PhoneNumber]."
Note: When we post information to your lead inbox, the referral URL will show up in Lexicata as https://sasdesk.com, and the lead source will show as SAS. There is no way to adjust these settings.
Integrate Lexicata into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
1
Click the
Save configuration button in the lower right corner.
2
A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click
OK.
3
To complete the integration, follow the web pop instructions in
this article. Keep in mind that you'll want to create the web pop step at the end of the script path and before the closing.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.
