Terminology
An unsigned case file is called an _____ inside of a CMS.
an intake.
True or False: The Lexamica refer action facilitates a one-way, one-time data push when a case is sent.
True. When a case is referred out, the integration takes a snapshot of the case in that moment and shares that data. If a firm goes in and edits or adds to that intake/matter- the data will not change what is on the case in Lexamica.
What does a firm use to decide if they will retain a case?
Acceptance criteria.
Who is responsible for sending out a written scope of work that details the integration build?
BONUS: when is this supposed to be delivered?
The TPM will send out a written scope of work to the firm for review within 24 hours of the kickoff call.
What platform/tool can law firms use to create automations or DIY integrations?
Zapier
What is field mapping?
Field mapping addresses how data fields in Lexamica align to fields in the law firm's CMS.
This addresses things like:
Case Type
Case Status
Incident Details
Documents
Case Notes
Name the 5 CMSes that Lexamica has out-of-the-box integrations for.
Lead Docket, Filevine, Smart Advocate, Litify, and NEOS.
Why would a highly (overly) involved intake attorney who completes manual reviews put a firm's referral practice at risk?
Manual, person-dependent intake doesn’t scale and referrals punish inconsistency fast. This would kill speed to lead.
CSM or TPM: Who is responsible for answering questions about Lexamica's platform?
CSM
BONUS: are there any technical requirements for this?
Our email integration is a great solution for firms using a non-supported CMS. In order to be eligible for this workflow, they'd need to be able to send an email from within their CMS.
A signed case file is called a _____ inside of a CMS
a matter.
Name our 6 required fields a firm needs in order to send a referral.
Which of these is the hardest to an intake team to change and why?
A) Language around referrals
B) Case type schema
C) Questionnaire flows
B) Case type schemas
Because case typing depends on judgment, not just data and consistency takes training, QA, and time.
CSM or TPM: During QA, the law firm asks about how to cancel a case using the integration. Who should answer this?
CSM.
Find examples, the more the better! We want to go Casey with clear proof that mapping needs to be re-worked. Bonus points if you can get the firm to go through an entire list with you! The more we can eliminate investigation for the engineers, the better. If Xav and Bryan have to guess answers, we are in the danger zone.
Many CMSes (like Litify) use a set of questions the intake team must complete when filling out an intake. These can be customized and deployed in the CMS by case type. What is this called?
A questionnaire
A button or a case status will trigger the case to send.
What is a conflict check?
BONUS: when does this happen in the intake process?
A conflict check is the process of verifying that accepting a case will not create a legal or ethical conflict of interest
Confirms the firm does not already represent the opposing party, a related party, or another client with competing interests.
This happens before the firm signs the client.
Does Lexamica help law firms set up their internal reporting or analytics?
No.
A firm is regularly sending over leads with required fields empty. You've already tried coaching. How can we solve this with technology?
Make these fields "required fields" in their CRM. This means the intake agent won't be able to click "next" or proceed forward without these fields being completed.
An automated event trigger that sends data when something changes is called a _______.
A webhook is an automated event trigger that sends data when something changes
Litify is _____ but ______ is not Litify.
Litify firms will use the Lexamica package, but ______ firms will need custom engineering.
The same word is in every blank. What is this?
Salesforce!
Litify is built on salesforce. Native salesforce does not look like or function like Litify.
What is source tracking?
BONUS: why is this relevant to referrals?
Source tracking links intake outcomes back to marketing channels.
This is relevant to referrals because source tracking determines who gets paid, who gets credit, how cases move, and where money will be spent in the future.
Name 3 changes a firm can make to their CMS that could break their integration
Changing/adding case types
Changing/adding fields or questionnaires
Changing/adding new automations or conditional logic
What is the process for a case import?