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Lexicata

Lexicata is a cloud-based CRM and intake software designed specifically to help attorneys automate their intake workflows.

Lexicata Rating:
4.3/5

Features

  • Customer Experience & Support - 8/10
    8/10
  • Pricing & Value - 8.5/10
    8.5/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 7.75/10
    7.8/10
8.6/10
Details

Rating Breakdown

Our Rating: 4.3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

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
lexicata.com
Apps
  • Web
Starting Price
$49/month for the first user
Free Trial
Automated Workflows
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
Software Integrations
  • Apex Chat
  • Client Chat Live
  • Clio
  • G Suite
  • HelloSign
  • LawChat Inc.
  • LawLytics
  • MailChimp
  • Microsoft Outlook
  • Ngage Live Chat
  • WordPress

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.

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