Lexicata, recently acquired by Clio, is a cloud-based client relationship management and client intake software designed specifically for attorneys and law firms. Lexicata’s features help attorneys become more cost-effective and efficient through features that automate client intake and follow-up, track referrals, and give you detailed reporting and analytics.
Reduce manual data entry. Lexicata aims to eliminate (nearly) all manual data entry for lawyers and their teams. Lexicata helps populate contact and matter information to help quickly and easily create boilerplate forms, emails, and other documents for clients.
Integrations galore. Lexicata integrates with a long list of third-party software to help you create a comprehensive client intake tool. Its long list of integrations includes Clio, Google Suite, Outlook, Hello Sign, WordPress, Mail Chimp, a variety of chat services, and more.
Online intake. Lexicata allows you to easily create, customize, and send online intake forms and e-signable retainers, fee agreements, and engagement letters.
Automate follow-ups. After clients complete their intake form, Lexicata schedules reminders for you to connect with the potential client or professional contacts. Its calendar and email sync features make it easy for you to track and keep your appointments.
Monthly Lexicata subscriptions are $49/month for the first user and $25/month for each additional user. Annual subscriptions are $499/year for the first user and $249/year for each additional user.
|Starting Price||$49/month for first user|
|Document and Form Templates||✓|
Things You Might Want to Know
Free training. If learning a new system and software with a ton of bells and whistles sounds daunting, never fear! Lexicata offers free training as part of your onboarding with impressive step-by-step training webinars and videos created by Lexicata’s in-house specialists. For an additional fee, you can have your own person account manager who will guide you through the software in 1:1 strategy sessions, helping you setting up intake forms, e-signable document templates, workflows, and help configure integrations.
Unlimited support. If you ever run into any difficulties or issues using Lexicata, the company offers unlimited email, phone, and online chat support. You’ve also got access to a library of how-tos and troubleshooting articles if you prefer a DIY approach.
Referral tracking. Lexicata offers in-depth referral tracking that allows you to see who your best referral partners are and how many potential clients and matters they send to your firm over time.
Reporting and analytics. Lexicata’s Reporting & Analytics features help measure your progress so you can properly pinpoint performance pain points. You can view Lead Sources to better understand how potential clients find you, where your firm’s performance can improve, and how you can proactively address any weak areas.
Who Lexicata is For
Lexicata is great for attorneys and law firms of all sizes who need help smoothing out kinks in their client intake process and optimizing their client and potential client management. If you’re already busy and keeping your appointments, a CRM like Lexicata makes your process more streamlined and client-centered. And if you struggle to manage clients knocking at your door and feel jumbled in your appointments, you’ll really benefit from having a tool like Lexicata to help you stay efficient and organized. Attorneys who also use Clio or other Lexicata integration partners will be able to get even more out of Lexicata.