LEX Reception integration with Clio
How to Create matters in Clio from new messages created in LEX Reception
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create matters in Clio from new messages created in LEX Reception" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LEX Reception integrations
LEX Reception actions
Nekton can use any feature that is available in LEX Reception API.
Using our advanced AI, you can easily create custom automations for LEX Reception.
Here are some typical actions you can do in your automated workflows.
New Message
Triggers when a new message is taken.
About LEX Reception
LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.