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Lexicata

Name: Lexicata
Rating: 4.5 (2 reviews)

By Clio

1049 Interested

Highlights : About Lexicata

Interaction tracking

Campaign management

Project management

Electronic signature capture

About Lexicata

Lexicata is a CRM and client intake system that offers small to medium sized law firms a single and centralized platform from which to manage potential and existing client relationships. Incorporating lead tracking technology, intake checklists and email templates as well as a scheduling assistant and e-signature functionality, Lexicata aims to deliver a comprehensive client intake solution. In order to manage client intake effectively, Lexicata equips users with the tools to track potential clients and organize intake documentation easily online. With an intake form builder, document template editor and e-signature capture, Lexicata serves to streamline client intake operations. To further enhance user productivity, Lexicata facilitates deadline tracking and automatic follow up reminders. Designed to strengthen client relationships, Lexicata’s law firm CRM helps users manage communication networks efficiently with lead tracking and legal matter tracking features. By tagging leads with a status and referral source, Lexicata enables users to track leads quickly and accurately. Furthermore, Lexicata’s CRM allows users to assign tasks, sync emails and add notes directly to legal matters and contacts.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Interaction tracking

Marketing automation

Document management

Lead management

Project management

Electronic signature capture

Task management

Drag & drop interface

Due date tracking

Automatic email reminders

Engagement letter templates

Request e-signatures

Referral source tracking

Third party integration

Intake checklists

Benefits

Lexicata is designed to be mobile compatible, affording users the flexibility to access lead information and contact details on the move.

Lexicata employs an intuitive form builder with a drag-and-drop interface, enabling users to produce intake forms quickly and easily.

Lexicata includes an online scheduling assistant, allowing users to organize tasks and reminders effectively.

Lexicata supports integration with Clio, ensuring the smooth transfer of data once the intake process is complete.

Lexicata provides users with a document template editor, permitting users to generate engagement letters and fee agreements effortlessly.

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