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by Mrs. Josianne Barrows Published 11 months ago Updated 3 months ago

How can lexicata help my law firm?

Lexicata is designed specifically for law firms to help track prospects and then streamline the intake process. We think this tool is so valuable that we recorded a demo given by Michael Chasin, CEO of Lexicata, where he shows us the power of Lexicata and how it can take away the burdensome tasks to come with client intake and prospecting.

What is the power of lexicata?

We think this tool is so valuable that we recorded a demo given by Michael Chasin, CEO of Lexicata, where he shows us the power of Lexicata and how it can take away the burdensome tasks to come with client intake and prospecting.

How do I connect my lexicata account to Clio?

Once you have signed up for a Lexicata account, login and click on your user name in the top right corner, then select "Settings". On the "Manage Settings" screen, under "Integrations", click "Clio" then click on the "Connect to Clio" button.

Client Intake Streamlined

When an attorney or office administrator asks us about improving client intake and making it quicker for the staff and the clients, I always direct them to Lexicata. Lexicata is designed specifically for law firms to help track prospects and then streamline the intake process.

How to Create Intake Forms

Check out a quick snippet from the full demo describing how you can easily create intake forms that will make sure you collect the information needed to properly on-board a client.

How much does Lexicata cost?

With a month-by-month contract, Lexicata will cost you $49 per month for the first user, and $25 per month for each additional user. If you sign up for the annual plan, it’ll cost $40 for the first user and $20 for each additional. If you mention Small Firm Legal Marketing, they’ll take off $50 from the annual plan.

What is Lexicata software?

Lexicata is a cloud-based program to help lawyers with Client Intake and Client Relationship Management (CRM). These two areas are essential to any lawyer who wants to streamline their office operations. The right management tool can save you hundreds of hours every year.

How to view client matters in a case?

You can view your client matters by clicking on the left navigation bar, or you can select by category (intake or hired). Within each category, you can create your own custom statuses for each step within the category. For example, as a personal injury attorney, I would have the statuses of “initial,” “demand sent,” and “litigation.” Each matter also has a Notes tab, so you can keep track or explain any particularities with the case.

Does Lexicata have client intake?

Not only does Lexicata provide Client Intake, it will show you the statistics on where your clients are coming from. Tracking your legal marketing results is a major theme on Small Firm Legal Marketing, and Lexicata makes that easy for you. While you’re experimenting with other legal marketing strategies, you’ll be able to track what’s working and what isn’t through Lexicata’s Client Intake dashboard.

Does Lexicata sync with calendar?

Lexicata will also streamline your appointment scheduling. It syncs up with your calendar, so you can create an appointment and send a confirmation email with a click.

Can Lexicata send emails?

Within the program, you can create your own email templates for any occasion (thank you’s, reminders, confirmations). Lexicata syncs with your email, so you can send emails from your law firm’s email address. You can schedule these emails to send automatically or by clicking a button.

Does Lexicata work with law firms?

Lexicata will also integrate with your law firm’s website . If you’ve followed our tips on Conversion Rate Optimization, you’ll have an easy contact form available on your site’s homepage. With Lexicata, contact information submitted from your website will instantly transfer to your Lexicata account.

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