Lexicata Account Setup
Lexicata is easy to use, but many people don’t have the time to set up a new software system. That's why Lexicata offers a custom, white-glove account setup plus training for everyone at your firm.
Each Account Setup Includes
- A 1:1 strategy session to help us understand your needs and customize your account
- Setting up your online intake forms, document templates, email templates, workflows, and more
- Configuring and setting up integrations between Lexicata and a variety of other services such as Clio, MailChimp, your website, and your virtual receptionist
- A training and implementation session to teach you and your staff how to accomplish your goals using Lexicata
- A dedicated account specialist offering ongoing support and training via phone, chat, or email