Lexicata

Lexicata

CRM & client intake solution for law firms

4.7/5 (67 avaliações)

Resumo do Lexicata

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.

Preços

A partir de
N/A
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Estados Unidos

Idiomas

Inglês

Lexicata - Avaliações

Classificação geral
4.7/5
96% avaliações positivas
51
Excelente
13
Muito bom
1
Regular
1
Ruim
1
Péssimo
Philip W.
Traduzir com Google

Essential tool for solo practitioners with a growing practice.

Usado Diariamente durante Mais de dois anos
Avaliado em 20/06/2018
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

*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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Dennis K.
Traduzir com Google

A CRM program is so good I wish I would have written it myself!

Usado Diariamente durante 6 a 12 meses
Avaliado em 09/10/2018
Fonte da avaliação: Capterra

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!

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Chelsea G.
Traduzir com Google

My experience with Lexicata as our new client intake CRM has been great from the beginning.

Usado Diariamente durante 6 a 12 meses
Avaliado em 20/01/2018
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Alicia D.
Traduzir com Google

Easiest Software for Standardizing Intake

Usado Diariamente durante Mais de dois anos
Avaliado em 13/09/2019
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Todd W.
Traduzir com Google

Thank you for your incredible service!

Usado Diariamente durante Mais de um ano
Avaliado em 29/06/2017
Fonte da avaliação: Capterra

Vantagens

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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Preço do Lexicata

A partir de
N/A
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

To receive a custom price, contact Lexicata directly.

Recursos do Lexicata

  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Integração de terceiros
  • Lembretes
  • Modelos de documentos
  • Painel de atividades

  • API
  • Armazenamento de documentos
  • Campos personalizados
  • Cobrança e faturamento
  • Função de busca
  • Gerenciamento de faturas
  • Gestão de calendários
  • Gestão de casos
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Modelos personalizáveis
  • Notificações automáticas
  • Relatórios e estatística
  • Segurança de SSL

Mais informações sobre Lexicata

Principais recursos do Lexicata

  • Activity dashboard
  • Activity notes
  • Analytics
  • Automatic email reminders
  • CRM
  • Campaign management
  • Contact database
  • Contact management
  • Document management
  • Drag & drop interface
  • Due date tracking
  • Electronic signature capture
  • Email marketing
  • Engagement letter templates
  • Intake checklists
  • Intake form builder
  • Interaction tracking
  • Landing pages
  • Lead management
  • List management
  • Marketing automation
  • Project management
  • Referral source tracking
  • Referral tracking
  • Request e-signatures
  • Signature capture
  • Status tracking
  • Task management
  • Task tracking
  • Template management
  • Third party integration
  • Tracking features
  • Web forms

Vantagens

  • Lexicata is designed to be mobile compatible, affording users the flexibility to access lead information and contact details on the move.

  • Lexicata employs an intuitive form builder with a drag-and-drop interface, enabling users to produce intake forms quickly and easily.

  • Lexicata includes an online scheduling assistant, allowing users to organize tasks and reminders effectively.

  • Lexicata supports integration with Clio, ensuring the smooth transfer of data once the intake process is complete.

  • Lexicata provides users with a document template editor, permitting users to generate engagement letters and fee agreements effortlessly.

  • Perguntas frequentes sobre o Lexicata

    Abaixo estão algumas perguntas frequentes sobre o Lexicata.

    P: Que tipo de planos o Lexicata oferece?

    O Lexicata oferece os seguintes planos de pagamento:

    Modelo de preços: Assinatura

    Avaliação gratuita: Disponível

    To receive a custom price, contact Lexicata directly.

    P: Quais são os principais recursos do Lexicata?

    O Lexicata oferece os seguintes recursos:

    • Activity dashboard
    • Activity notes
    • Analytics
    • Automatic email reminders
    • CRM
    • Campaign management
    • Contact database
    • Contact management
    • Document management
    • Drag & drop interface
    • Due date tracking
    • Electronic signature capture
    • Email marketing
    • Engagement letter templates
    • Intake checklists
    • Intake form builder
    • Interaction tracking
    • Landing pages
    • Lead management
    • List management
    • Marketing automation
    • Project management
    • Referral source tracking
    • Referral tracking
    • Request e-signatures
    • Signature capture
    • Status tracking
    • Task management
    • Task tracking
    • Template management
    • Third party integration
    • Tracking features
    • Web forms

    P: Quem costuma usar o Lexicata?

    Os clientes habituais do Lexicata são:

    Empresas de médio porte, Pequenas empresas

    P: Em que idioma o Lexicata está?

    O Lexicata está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Lexicata oferece?

    O Lexicata tem os seguintes planos de preços:

    Assinatura

    P: O Lexicata é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o Lexicata.

    P: O Lexicata se integra com quais outros aplicativos?

    O Lexicata se integra com os seguintes aplicativos:

    Clio, Clio, Mailchimp, Smith.ai Live Website Chat, Wordpress, Wordpress

    P: Que nível de suporte o Lexicata oferece?

    O Lexicata oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo