CRM & client intake solution for law firms
4.7/5 (66 opiniones)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.
Puntos a favor
I started my solo practice 5 years ago after being an in-house counsel for large corporations for many years. I needed a tool to manage my intake process and to differentiate my firm. I discovered Lexicata when it was still in the beta stage and have been a user ever since. Overall very happy.
*Client Intake: Once I got used to the discipline of using Lexicata for all client intake purposes, it became my hub for all my work.
*Form Creation: not only for intake but to collect all kinds of information. I use it to collect detailed personal information from my divorce mediation clients.
*E-Signing: Built in integration with HelloSign allows me to create singable documents from my own .pdf templates.
*To Do: I use the "Agenda" feature as my "to do" system. It has built in reminder email tools which I found to be much more effective than the myriad of online "to do" programs. You can sent emails to contacts associated with your matters from within the program.
*Referral Management: Built in tools help me keep track of who is referring matters to me.
*Online Training: I took their "drip email" marketing webinar which was very well produced and very useful.
*Integrations: I have not yet taken full advantage, but they have integrations with mailchimp, Clio, virtual receptionist, and others.
*Good Interface - Thoughtfully designed. New features are introduced through the program (not just email), with instant training.
Puntos en contra
*No mobile app.
*I would like to see better integration with my gmail contacts. Right now, I do some double entry which is not as convenient as I would like.
*I would like to see integration with a time/billing system (which I am told may be in the works) and ultimately an interface with Quickbooks.
*No autosave feature in Notes. I've lost notes after forgetting to click save.
I made a conversion from referrals out of my enormous existing client base, the majority of whom are older and now gone, unfortunately. This means I had to create new business and so I have signed up for various referral programs. Referrals do not know me so I have had to arrive at a systematic approach to making contacts by calls and emails which is the online version of competency. I have to manually enter new prospects which is easy as I said above and the program allows me to use a form and have the client that himself enter their personal data which goes directly into my computer. This company is keeping me in business!
Puntos a favor
Data entry is intuitive, for example on the opening page I can both search for an existing prospect or client at the same time or I can click a different button and enter new data. is best if I have the complete name and email for the prospect because they have a fantastic built-in follow-up that I use frequently to drip male prospects reminding them that I have not heard from them yet. Eventually it works and I get clients that I never expected! Then, it is easy to build an online fee agreement that I can tailor individually in seconds. it makes me look incredibly professional and the speed is unbelievable. I love it.
Puntos en contra
one thing I hope every program will do is to set up a list of tasks in order for me to follow. When I start my day, I have many important clients and I am not sure where to begin until I look over everyone. The pipeline feature reports status of various prospects and clients but there is still some thinking required to make sure beginning on the most important task for the day. From reading one good financial book, I concluded that I should begin with a question "what is closest to the money (getting paid)" which is a great strategy.
Lexicata makes our client intake process 100% easier than it was before. It is simple to enter information and it can be easily exported to Clio or a spreadsheet, depending on your preferences. As a law firm using Clio, this integration has saved me tons of time. It is also formatted in a way that helps you see the progression of leads through all stages.
Puntos a favor
Lexicata is awesome! The law firm I work for uses it as our CRM for all clients; new and old. It is intuitive and user-friendly, especially in comparison to similar programs I have tried. It's great because you can keep all of the information in one place from the beginning. It is also completely customizable so it can be suited to just about anyone's needs. We use it in conjunction with Clio, so it's very helpful that they integrate with each other. Lexicata has such a broad spectrum of uses as well; from new client intake, to scheduling appointments, to sending drip campaigns, Lexicata can just about do it all! Thir staff is great at solving issues quickly as well whenever they arise.
Puntos en contra
Certain things in Lexicata are not customizable and that can be annoying. However, they recently put through a lot of updates and changes so it is getting better. Additionally, we have always used DocuSign for electronic signatures and I find Lexicata's integration with HelloSign both mediocre and not at all user-friendly or intuitive.
I was with them from the beginning after bouncing from CRM to CRM and hobbling together my own system of software, which frequently broke and was expensive. So I’m a big fan. They’ve grown and got better, solving a major problem for me, and I’ll be a customer for as long as I run my small firm on Clio, which is probably forever.
Puntos a favor
I can do intake from first call to signing engagement. I was able to design a system for a call script, document gathering, intake forms, consultation, and fee agreements in one space that my employees would follow with good (but not perfect) compliance. The best was that fee agreements are always signed timely without me nagging everyone.
Puntos en contra
It’s reports and analytics could use some refinement. It was just bought by Clio and isn’t integrated yet. The push is fine but fuller integration will be way better. You can’t really use it as a full CRM yet.
Puntos a favor
It's unfortunate this day and age that it is often accepted for customer service to be lacking. However there is still hope, and I found this hope with Lexicata and the co-founder, he took time out of his day on several occasions to assist me with a problem that I was having when trying to sync with his network. Even though the connection issues was from my side and not Lexicata our rep went above and beyond by taking his time and methodically going through my own computer settings one step at a time with me. our reps approach and genuine level of service is not typically common with today's front line customer service agents let along a co-founder of a company. Our rep has renewed my hope that there are still individuals and companies that truly care about their customers. Thank you for your incredible service!
To receive a custom price, contact Lexicata directly.
He aquí algunas preguntas frecuentes sobre Lexicata.
Lexicata ofrece los siguientes planes de precios:
Modelo de precios: Suscripción
Prueba gratis: Disponible
To receive a custom price, contact Lexicata directly.
Lexicata ofrece las siguientes características:
Los clientes habituales de Lexicata son:
Empresas medianas, Empresas pequeñas
Lexicata admite los siguientes idiomas:
Inglés
Lexicata cuenta con los siguientes planes de precios:
Suscripción
No tenemos información sobre los dispositivos compatibles con Lexicata
Lexicata se integra con las siguientes aplicaciones:
Clio, Clio, Mailchimp, Smith.ai Live Website Chat, Wordpress, Wordpress
Lexicata ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Tutoriales en vídeo
Helps me manage my client intake process, evaluate my marketing and my referral sources. Offers online form completion, e-signing, simple document assembly, "to do" function in one package. Outstanding value for the money.