Who is LEX Reception?
LEX Reception is a 24/7 legal receptionist service that screens callers, gathers client information, and logs client details to MyCase. To learn more about LEX Reception, visit their website here.
Creating a LEX account
You can register here or call 1-800-800-9995 to speak with a LEX representative.
NOTE: You only need 1 LEX Reception account for your entire firm.
Connecting LEX Reception to MyCase
To set up the LEX integration in MyCase, your firm will need to have a LEX account, and the firm user setting up the integration will need to be a MyCase admin user. The integration setup is done on the LEX side, so please reach out to LEX support so they can walk you through the setup process. Clicking "Go to LEX Reception" on the MyCase integration page will take you to the LEX Reception login page.
NOTE: Only 1 firm user needs to set up the integration to enable LEX Reception.
As you walk through the setup process with LEX support, you will see a MyCase permissions popup (as displayed above). Once you click "Allow," the setup is complete! LEX will now be able to log calls on your behalf in MyCase. If you would like to verify the integration was successful, you can navigate to the Integrations & Apps page, which can be found by clicking Settings on the top right of the navigation screen.
The LEX Reception tile should now say "Installed" on the top right. The next call your firm gets through LEX will be logged within the MyCase Call Log.
If a firm user, who did not install the integration, goes to the tile page, the tile will look like the image below.