Clio is a leading provider of cloud-based case management software for law firms around the world. Their product is powerful and helps streamline and organize so many aspects of the day-to-day work required to run a law practice. But a single product can’t possibly do everything. Having recognized this fact, Clio provides an open API to allow third party developers and companies to build integrations into their product. This extends Clio’s functionality and makes both Clio itself, and integration partners like Lexicata more powerful than they would be in isolation. Read on to learn more about how the Lexicata Clio integration works, and 3 specific ways it will drastically improve your law practice.
Law Firm CRM Basics
If you don’t know already, Lexicata is a law firm CRM and client intake solution. It’s designed specifically for the needs of a law firm, because traditional CRMs like Salesforce and Zoho don’t quite fit.
Unlike a B2B sales organization that would use a traditional CRM, law firms don’t do prospecting and cold outreach. There are no “deals” to close or sales quotas for each person to hit.
The law firm sales process is different. So we designed Lexicata to help manage the unique needs of a law firm’s sales cycle, which can be categorized into three processes:
- Tracking leads and potential cases
- Collecting information
- Signing an engagement letter or retainer agreement
While Clio may be comprehensive and have a lot of useful features, it is not designed to help accomplish any of those tasks. And that’s why you need a separate solution for lead management.
How Lexicata Integrates with Clio
You now understand the importance of having a separate system in place to track your leads and intake them as clients. But wouldn’t it be ideal if that system had a seamless way of communicating with your case management software? That is precisely what the Lexicata Clio integration is designed to accomplish.
Lexicata is designed with a very similar structure to Clio (and most other case management systems). It is based around both contacts (i.e. the people or companies who become your clients) and matters (i.e. their actual cases).
Most of the features in Lexicata revolve around the matter itself, but a matter cannot exist without an associated contact. That way, you not only have a record of each person or company’s contact information, but also a separate record for each of their matters or cases.
Because the two systems are structured in much the same manner, they play very nicely with each other. A contact and/or matter in Lexicata can easily be converted into a corresponding record in Clio by exporting all the information. This process takes only a couple seconds to complete, and once it is done, the two contacts or matters are forever associated, allowing for easy updating in the future.
Lexicata can also send other data into Clio during the export process, such as notes, appointments, intake forms, signed documents, and other files collected from clients in the intake phase. Sounds pretty great right?
Read on to find out 3 specific reasons why this Lexicata Clio integration is so powerful, and how it can drastically improve your law practice.
3 Ways the Lexicata Clio Integration Will Change Your Life
1. Give you a place to organize and track all your leads and pending matters
Lexicata gives you an organized place to track your leads and pending matters outside of Clio, which is best reserved for actual casework. So you need two separate systems in place: one for organizing your leads, and one for your billable matters and clients. But if they can’t talk to each other, you end up doing duplicate data entry which can be cumbersome.
That’s where the Lexicata Clio integration starts to get powerful. Both are excellent at achieving their intended purposes independently, but when combined together, you can seamlessly move data back and forth to eliminate wasted time.
2. Act as data collection tool and “filter” into Clio
When your billing system is cluttered up with old leads and cases that never panned out, it becomes difficult to manage. But you don’t necessarily want to delete all of that stuff, because it is still useful to have the data for purposes of analyzing metrics like conversion rate and marketing ROI and performing conflict checks.
Since Lexicata manages the initial part of the client lifecycle, i.e. the client intake process, you can think of it like a “filter” on top of Clio. It helps you capture all the information you need about potential leads and matters as they develop, but only the good stuff makes it into Clio for casework and billing, and you don’t lose valuable data that you may end up needing again down the road.
3. Reduce time spent on data entry and eliminate transcription errors
Lexicata’s intake forms help drastically reduce data entry because your clients can do much of the work for you. Rather than having clients fill out paper forms or Word documents, which then have to be transcribed into Clio by someone at the law firm, Lexicata’s online intake forms can submit that data into Clio automatically.
This not only cuts out hours of valuable time from your workflow, but perhaps more importantly, it reduces the possibility for typos or other transcription errors which can cause hassles and expose you to unnecessary liability.
If you’re a Clio user (or a prospective user) and would like to learn more about how Lexicata integrates with Clio and how it can improve your law practice, feel free to schedule a free product demo using the button in the top right corner of this page. We look forward to hearing from you!