Small law firms and legal professionals rely on Lexicata to manage leads, track client intake, and streamline follow-ups—so it’s no surprise you’re looking for a seamless Lexicata + answering service integration. With Upfirst’s AI answering service and Zapier, you can automate the flow of call data, save hours of admin time, and make sure every lead gets the attention it deserves.Below, you’ll find everything you need to know about connecting Upfirst and Lexicata, including what’s possible, step-by-step setup instructions, and what to expect from the integration.---## What is Lexicata?Lexicata is a client intake and CRM platform built for law firms and legal professionals. It helps you organize leads, manage intake forms, schedule consultations, and track the progress of new clients—all in one place. By providing tools to automate follow-ups and centralize client information, Lexicata makes it easier for busy legal teams to stay on top of their pipeline and deliver a better experience for potential clients.---## What can you do with Lexicata and Upfirst’s AI answering service?While Lexicata’s Zapier integration does not support direct actions (meaning you can’t automatically create or update records in Lexicata from Zapier), there are still powerful ways to combine Upfirst and Lexicata using Zapier. Below are practical, real-world automations that save time and improve client experience for law firms and similar businesses.### 1. Instantly notify your team about promising leads**How it works:** Whenever your Upfirst AI receptionist completes a call and collects lead details (name, contact info, case type, urgency, etc.), a Zapier automation captures this info and sends it to your team via email, Slack, or another channel.**Why you’d want this:** No more missed opportunities—your intake team or attorney gets real-time updates about new leads, including the full transcript and any custom info you asked the receptionist to gather. This means you can respond faster, prioritize urgent calls, and keep your team in the loop.### 2. Automatically create tasks in your practice management system**How it works:** After each call handled by Upfirst, Zapier can use the “Call Completed” trigger to create a follow-up task in your legal practice management tool (like Clio, Trello, or Asana). You can even use filters to only create tasks for calls marked as “urgent” or “potential new client.”**Why you’d want this:** This ensures every intake is followed up—no sticky notes or lost voicemails. You can set reminders for specific staff members based on the call’s content, so nothing slips through the cracks.### 3. Filter and route calls based on call content or custom fields**How it works:** Upfirst sends the full call transcript and any custom fields (like “case type” or “budget”) to Zapier. Using Zapier’s Filters or Paths, you can set up rules—such as only sending notifications for high-value cases, or routing certain types of calls to different attorneys.**Why you’d want this:** Spend less time on routine calls and more on high-priority clients. For example, if someone mentions “personal injury” in the call, you can automatically alert your PI team. If the call is from an existing client, you can send a different follow-up than for new leads.### 4. Summarize and log call details in other CRMs or databases**How it works:** While you can’t send data back into Lexicata directly, you can log call summaries and transcripts into spreadsheets, Google Sheets, or another CRM system using Zapier. This creates a searchable log of every interaction for compliance or future reference.**Why you’d want this:** You always have a record of what was said, who called, and what action was taken—without manual data entry.---## What actions can you trigger in Lexicata after our virtual receptionist answers a call?Currently, Lexicata’s Zapier integration only supports **triggers** (events in Lexicata that can start automations in other apps). There are **no out-of-the-box actions** available—meaning you cannot automatically create, update, or modify data in Lexicata based on a call handled by Upfirst.If Lexicata opens up actions or API endpoints in the future, you could automate things like adding new leads or updating intake forms directly from your answering service. For now, your best approach is to use Zapier to route information to your team, other CRMs, or workflow tools after a call.---## How to connect Lexicata to UpfirstReady to build your Lexicata virtual receptionist integration? Here’s how to set it up in Zapier:1. **Log in to Zapier** If you don’t already have an account, [sign up for Zapier](https://zapier.com/).2. **Create a new Zap** Click “Create Zap” in your Zapier dashboard.3. **Set Upfirst as the Trigger app** - Search for Upfirst and select the “Call Completed” trigger. - Connect your Upfirst account and test the trigger to pull in sample data (caller info, transcript, custom fields, etc.).4. **Choose your Action app** - Since Lexicata does not support actions, pick another app to route call data (e.g., Gmail, Slack, Google Sheets, your case management tool). - Set up the action (e.g., send an email, create a new row, post a message).5. **Add Filters or Paths (optional)** - Use Zapier’s Filters to only trigger actions for specific types of calls (like “new client” or “urgent”). - Paths let you set up different outcomes based on call content or custom fields.6. **Test and turn on your Zap** - Run a test to make sure everything works as expected. - Turn on the Zap, and you’re set!**Tip:** You can map any information your Upfirst AI receptionist collects (via Agent → Ask Questions) into your Zapier workflow, making your automations as detailed as you need.---Connecting Upfirst with Lexicata via Zapier gives your law firm a flexible way to automate intake notifications, streamline follow-up, and make the most of every call—even without direct Lexicata actions. As Lexicata’s Zapier integration evolves, even more possibilities may open up for your Lexicata answering service integration. For now, you can create powerful workflows to keep your team organized and your clients impressed.