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Acquire Integration via Zapier
Acquire Integration via Zapier
Gabriel Stiritz avatar
Written by Gabriel Stiritz
Updated over a year ago

Overview

If you are acquiring cases through Lexamica here's what you need to do to be fully integrated:

  1. Set up Lexamica account

  2. Automatically create cases in your CRM

  3. Log contact attempts to potential clients

  4. Integrate back case acceptances

  5. Decline case

  6. Report case resolution

Note on Terminology

For the purposes of this article, we use the acronym CRM (customer relationship management) to refer to your intake system. This could be Lead Docket, SmartAdvocate, Filevine, Litify, Salesforce, Hubspot, MyCase, CasePeer or anything else that Zapier integrates with.

1. Set up Lexamica account

The first step is to ensure you have access to a Lexamica user account. If you or someone within your organization does not have an account, please reach out to [email protected] for assistance.

In order to complete this setup, you will need to log in to your Lexamica account when prompted in Zapier.

2. Create referral in CRM

  1. Trigger: New referral received in Lexamica

  2. Action: Create record in your CRM

    1. Use the available Lexamica fields to create the record

    2. Save the Lexamica record ID (Data ID) to a dedicated field so that you can create the following Zaps.

    3. Pro tip: you can create a URL field in your CRM that direct links to the Lexamica record with the following structure: https://acquire.lexamica.com/cases/Data_ID_FROM_TRIGGER (Data_ID_FROM_TRIGGER is the Lexamica Record ID and doesn't change over time.)

  3. Action: update referral in Lexamica

    1. ID from prior step

    2. Stage: Eval - pending

3. Log contact attempts to potential clients

  1. Trigger: contact attempt logged in your CRM/intake system (yes, this should trigger multiple times. We want you to report every single contact attempt/completion in Lexamica as it creates a HUGE amount of trust with the originating firm).

  2. Action: update referral in Lexamica

    1. ID is the Lexamica ID stored in a custom field in your CRM

    2. Stage: Eval - contact attempted

4. Report case acceptances

  1. Trigger: event in your CRM/intake system that indicates that you have signed the client

  2. Action: Respond to Referral Invitation (Lexamica)

    1. Set to accepted

5. Decline case

  1. Trigger: event in your CRM/intake system that indicates that you have declined the case

  2. Action: Respond to Referral Invitation (Lexamica)

    1. Set to declined

    2. Add decline reason

      1. It's fine to use a single generic reason here if your CRM doesn't already request a decline reason (although we'd recommend you do that for your own tracking purposes!)

6. Report case resolution

Unfortunately, this feature is not supported at this time. You can simply visit acquire.lexamica.com and enter the resolution information on the case.

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