Client intake synced with PracticePanther

Everything your receptionist captures during the call — the client's name, contact details, the nature of their enquiry, and any relevant notes — is mapped directly to the appropriate fields in your PracticePanther account. You can work with our team during setup to ensure the right information goes to the right place.

Depending on your configuration, the integration can create a new contact, log a call against an existing contact record, or add a note to an existing contact. 

In real time. As soon as your LEX receptionist submits the call, the details are automatically sent to PracticePanther, typically within seconds of the call ending.

None at all. You can activate the integration directly from your LEX Reception account, or our team can guide you through the process and ensure everything is configured correctly before you go live.

Yes. The integration is configured to work within your existing PracticePanther setup. We map the fields to match your current structure rather than asking you to change the way your firm operates.

Please let us know. Our support team will update the connection to ensure LEX Reception remains linked to your current account and that information continues to flow through correctly.

Yes. When the LEX Reception and PracticePanther integration is active, leads captured via the LEX Reception chat flow are imported into your PracticePanther account alongside phone intake data. This ensures every enquiry, regardless of channel, is treated consistently and recorded without manual input.

Contact our support team, and we will investigate right away. Most issues are straightforward configuration matters that can be resolved quickly. We will advise whether the fix is needed on the LEX side, the PracticePanther side, or both.