Here’s how it works

Our integration team will work behind the scenes to make sure the content of the messages taken by our virtual receptionists match up with the custom fields in your Salesforce platform. Once we’ve done that, every new client message taken by our virtual receptionists will be pushed to your Salesforce lead management platform.

These messages will still be sent to your Answering Legal app and/or your email. Keep in mind that only new lead messages will be sent to Salesforce , keeping your intake management free from the clutter of existing client messages.

Eliminate data entry and human error

Every new lead will undergo a legal intake, and that legal intake, along with their contact information and their message, will be available immediately in your Salesforce platform. You won’t have to waste time transcribing information.

Streamline your lead management

You’ll be able to go to one place to track and communicate with your prospective clients. Since all of your new leads will be going to the same place, you won’t have to manage your phone leads differently than all the rest.

Keep your firm organized

At a glance, you’ll be able to tell which leads need your immediate attention, what kind of response your messaging is having, and address any inefficiencies in your lead pipeline. Your firm will be adding new clients like never before.