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LEX Reception Integration

ApproveThis manages your LEX Reception Integration approvals.

April 17, 2025

Integration Category: Customer Support

Here's a cold truth: every unanswered client call is money walking out the door. For law firms juggling caseloads and court dates, missed communications aren't just annoying - they're existential threats. Enter LEX Reception, the 24/7 legal answering service that ensures someone always picks up. Now pair that with ApproveThis' approval automation, and you've got something dangerous: a system where critical client requests never get stuck in email purgatory.

Why This Combo Works Better Than Your Current System

LEX Reception handles the front lines - live call answering, message taking, appointment scheduling. ApproveThis handles the back end - routing those messages to the right decision-makers instantly. Together, they create what we call "decision velocity": the ability to turn incoming client needs into approved actions before your competition finishes their latte.

Consider this: A personal injury firm using LEX gets a 2AM call from a car crash victim. The receptionist logs details in LEX. Normally, this might sit until morning. With ApproveThis? The system immediately:

  • Routes intake details to the on-call partner via SMS
  • Auto-approves emergency case expenses up to $5k
  • Books the client directly into the firm's calendar

All before sunrise. That's the power punch of integration.

Real-World Use Cases That Don't Suck

1. Client Intake That Doesn't Require Mind Reading

Mid-sized firms waste 12 hours/week chasing down partners to approve new client engagements. Our integration fixes this:

When LEX logs a new potential client call → ApproveThis automatically:

  • Checks conflicts via your existing system
  • Routes approval to the right practice group lead
  • Auto-schedules consultation if approved

Corporate legal departments use this to handle after-hours regulatory inquiries without waking up the GC at 3AM. Because nobody wants to explain why they approved a $2M settlement via sleep-deprived text message.

2. Expense Approvals That Don't Require a PhD in Accounting

LEX handles a client request for emergency document filing → Triggers an approval workflow in ApproveThis that:

- Verifies court fees against case budgets
- Routes to both the managing partner and accounting
- Automatically pays via integrated payment gateways when approved

Family law practices love this for urgent motions - no more waiting for accounting to finish lunch to approve process server fees.

The Nerd Stuff (How It Actually Works)

Setting this up takes 15 minutes if you can work Zapier without crying:

1. Connect LEX Reception to Zapier
2. Choose your trigger (new message/urgent call/etc)
3. Map key data points to ApproveThis fields
4. Set approval rules (who needs to sign off)
5. Test with a fake client emergency

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk matters. If a LEX message contains keywords like "class action" or "SEC investigation", route directly to your litigation chair with priority tagging.

Who Actually Benefits From This?

Client Services Teams

Stop playing telephone tag with partners. When LEX flags an urgent client message, ApproveThis either auto-approves standard requests (think: document copies) or immediately notifies the responsible attorney via their preferred channel - email, SMS, carrier pigeon.

Operations Managers

Track approval bottlenecks in real dashboards. See that commercial real estate approvals take 3x longer than litigation? Maybe stop routing everything through that one partner who's always on safari.

Finance Departments

Enforce approval thresholds automatically. LEX message requests a $500 filing fee? Auto-approved. $50k expert witness deposit? Routes to three partners with deadline reminders. Bonus: All approvals sync directly to your accounting software.

The Killer Feature Nobody Talks About

ApproveThis doesn't require your approvers to have LEX licenses. Translation: You can include external counsel or client contacts in approval chains without paying for extra seats. Perfect for:

- Insurance adjusters needing to sign off on settlements
- Co-counsel review chains
- Client billing approvals

Try that with your current clunky PDF workflow.

Common Objections (And Why They're Wrong)

"We already have paralegals handle approvals"
Cool. How many $300/hr tasks are they approving instead of doing? Our average legal client reclaims 22 billable hours/month by automating routine approvals.

"Our partners won't adopt new tech"
Email-based approvals. They click "Approve" in their inbox. If they can delete spam, they can use this.

"We have custom needs"
Conditional workflows. Multi-tiered thresholds. Vacation overrides. We've seen everything from asbestos litigation groups to crypto practices - it bends without breaking.

How Not to Screw This Up

- Do: Start with one high-volume approval type (intakes or expenses)
- Don't: Try to automate partner compensation approvals first (trust us)
- Do: Use vacation delegation so out-of-office doesn't mean approval gridlock
- Don't: Forget to set escalation rules for time-sensitive matters

Bottom Line

LEX Reception stops you from missing calls. ApproveThis stops you from missing decisions. Together, they turn client interactions into closed matters faster than your current "email the managing partner and pray" system.

500+ law firms and corporate legal teams use this integration to:

- Cut approval times by 68% on average
- Reduce missed client opportunities by 41%
- Slash internal approval-related emails by 79%

Zapier makes the tech part simple. You handle the billable hours.

Ready to stop losing clients to response time? Register for ApproveThis or schedule a live demo. We'll even show you how to set up the LEX integration while you sip your first coffee.

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Integrate with LEX Reception Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for LEX Reception

Suggested workflows (and their Zapier components) for LEX Reception

Create approval requests in ApproveThis for new messages in LEX Reception

When a new message is taken by LEX Reception, this integration will automatically create an approval request in ApproveThis. This is perfect for law firms needing to quickly review and approve client-related communications. *Note: Ensure that your approval workflow is set up in ApproveThis to handle message details efficiently.*

Zapier Components

LEX Reception Logo

Trigger

New Message

Triggers when a new message is taken.

Action

Create Request

Creates a new request, probably with input from previous steps.

Notify LEX Reception of new ApproveThis requests

Keep your reception staff informed by automatically alerting LEX Reception when a new approval request is initiated in ApproveThis. This ensures all client-facing communications are managed in timely fashion, allowing receptionists to provide immediate feedback or take action. *Note: The workflow should be configured to handle notifying the relevant staff members in LEX Reception.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

LEX Reception Logo

Action

New Message

Triggers when a new message is taken.