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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 are already busy and keeping your appointments, a CRM like Lexicata makes your process more streamlined and client-centered. 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.
Lexicata was purchased by Clio in October, 2018.
Lexicata Features
Website
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lexicata.com |
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Apps
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Starting Price
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$49/month for the first user |
Free Trial
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✗ |
Automated Workflows
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✓ |
Appointment Scheduling
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✓ |
Calendar Sync
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✓ |
Email Templates
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✓ |
Email Sync
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✓ |
Text Messaging
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✗ |
Document Templates
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✓ |
eSignatures
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✗ |
Analytics
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✓ |
Software Integrations
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|
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Things You Might Want to Know
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.