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 webinar series to teach you and your staff how to accomplish your goals using Lexicata
  • A dedicated account specialist offering ongoing guidance and strategy
  • Unlimited technical support via phone, live chat, or email