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Salesforce
Answering Legal can seamlessly integrate your firm’s legal intake and new client messages with Salesforce’s lead management and client intake system.
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.
Try your Salesforce integration for free
Integrations are free to all Answering Legal customers. Not a customer? We’ll custom-build your integration for your firm during the free trial, so you can experience everything we can do for your firm.
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.
Schedule a call and get 14 days free
Find time in your schedule for a fifteen-minute call with our sales team and you’ll upgrade your intake so you never miss another new client call.
Our free trial
400 minutes of expert answering. No credit card, contract, or commitment required.
Same-day setup
We’ll handle everything, and you’ll be forwarding your calls soon after your appointment.
Fully customizable
From the first greeting to the final message, build the best answering service for your firm.