When you employ a live answering service, new contact management gets a lot easier.

As your legal receptionists take contact details from new callers, these details are saved within their system allowing for future calls to be handled faster and with more personal service. LEX’s system can also sync with most major CRMs, ensuring that contacts are transferred and assigned automatically within your CRM.

So how can your firm work with your virtual receptionist to create seamless contact management? And how does this help you avoid wasting your minutes on spam calls?

Law firm contact management tips

  • When you first set up your answering service, take the time to import regular contacts of your firm. If you often receive calls from local opposing counsel or court staff, asking them for their contact information that you already have in your CRM is a waste of everyone’s time. If their contact information is already visible in the LEX system, our receptionists can welcome them smoothly and move efficiently to message taking – resulting in a much better experience for your recurring callers.
  • Check your new contacts list regularly and verify clients and other trusted contacts. Verification tells our receptionists that they don’t need to take contact details and can immediately move to deal with their request, or transfer the call to a member of your team.
  • Add notes and additional information to your verified callers for relevant detail at a glance. This can help streamline your calls, as our receptionists can see a caller’s history and relevant details about their relationship to your firm.

Say goodbye to spam callers

Spam calls are always frustrating to receive – especially when paying for an answering service. You don’t want to waste your minutes on dealing with spam, and neither do we. That’s why our team are always considering how to reduce the time spent with spam calls.

One way we do this is with our spam blocking feature. If you notice a particular number is repeatedly spamming you with irrelevant calls, you can flag this to our client services team. We can then block the requested numbers, so you don’t have to waste a single second on known spam.

If a new spam number does get through to your office, our receptionists know how to recognize it. We’ll get off the phone as quickly as possible, and every LEX plan gives you 30 calls free every month – when they last under 30 seconds. We want you to know that we’ve got your back.

LEX Reception has a lot of features designed to help you get the most from your account. Learn more about our services and features, or call our team with your questions.