Seamless Client Intake

For the Modern Law Firm

Streamline your operations and grow your practice with Lexicata,
the all-in-one CRM and client intake solution for lawyers.

Client Intake Made Easy

Keep tabs on potential clients

Handle all your intake paperwork online

Increase conversions & grow your firm

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Law Firm CRM

CRM (client relationship management) is about building and maintaining strong relationships with the help of technology. Lexicata’s CRM for lawyers is designed specifically to accomplish this goal. Our powerful tools for tracking leads and managing communications will help your law firm make smarter decisions and convert more potential new clients.

Lead Tracking
Lead Tracking
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Analytics
Analytics
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Email Templates
Email Templates
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Notes & Reminders
Notes & Reminders
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Client Intake Software

Client intake is how information is exchanged between lawyers and clients, and it sets the tone for the entire relationship. Improving the client intake process is the first step toward more efficient law firms operations. Lexicata’s cloud-based intake solution helps law firms collect the information they need and get paperwork signed through a smooth and easy process that your clients will love.

Intake checklists
Intake checklists
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Scheduling assistant
Scheduling assistant
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Online forms
Online forms
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E-signatures
E-signatures
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Eliminate Data Entry With Our Clio Integration

We’re proud to be an integration partner with Clio, the leading cloud-based practice management software in the legal industry.

Lexicata makes intaking new client matters easier than ever for Clio users. Here’s how it works:

  • 1 Connect questions on Lexicata intake forms to fields in Clio
  • 2 Send your forms to clients to fill out online
  • 3 Export the data to create new contacts and matters on Clio instantly

Want to see it in action?

Why Our Users Love Us

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