A CRM & Client Intake Software Case Study
Earlier this month at the Clio Cloud Conference in New Orleans, intellectual property attorney Andrea H. Evans, Esq., stopped by the Lexicata booth for an interview about the CRM & client intake software that helped transform her practice.
As a Lexicata user since 2016, Andrea has seen the software pay major dividends for her firm. With Lexicata’s technology, she has grown her customer base and simplified her clients’ and staff’s lives.
Read this CRM & client intake software Case Study – or watch the video below – to see how.
As an attorney who bills by the hour, your time is your most valuable asset. Unfortunately, communicating with clients isn’t always the most lucrative way to spend your time. However, poor communication can have dire consequences for your practice, ranging from dissatisfied clients, to negative online reviews, or even a formal complaint with the Bar. So how can you balance the need for frequent client communication with the importance of time management and efficiency? In this guide, we will show you how you can use Lexicata’s email campaigns to streamline client communications and ensure that your clients always stay up-to-date without wasting valuable hours of your day.
As a solo lawyer just starting out, you probably only have a few clients and a few new inquiries each month. It’s relatively easy to stay organized. But as your law firm grows, you will hire more staff, take on more clients, and do more marketing to generate more inquiries. Growth is a great thing, but it comes with challenges as it becomes harder to stay organized. Email inboxes become cluttered, and spreadsheets just don’t cut it. This is why CRM (client relationship management) solutions exist in the first place. In this post, we’ll provide an overview of how to manage and organize your contacts in the Lexicata CRM, and we’ll also explain how to track client interactions using the Lexicata timeline. That way, as your firm grows, you and your staff can easily stay organized and never miss a beat.
So much communication happens via email that many lawyers practically live in their inboxes. You might feel like you can’t possibly send more emails than you already do on a daily basis. But if you are hoping to grow your law practice, you may not have a choice. Email is still probably the best way to keep in touch with other professionals in your network, and to nudge potential clients toward hiring you. Luckily, you can use software to automate the process of drafting these emails to save time and hassle. In this post, we share 5 ways that Lexicata email templates can supercharge your practice and bring you more clients.
Law generally tends to lag behind other industries from a technology standpoint, but when it comes to the client facing parts of your practice, you should strive to be at the cutting edge. People these days do everything online, from shopping, to making dinner reservations, to filing their taxes. Why should legal intake forms still be filled out on paper? By offering digital forms instead of PDFs, you can deliver a more seamless experience for clients, and create a stronger sense of professionalism for your firm. In this post, we’ll show you how to turn a PDF into an online intake form using the Lexicata form builder.
The majority of law firms get a significant stream of business from referrals. These referrals come from past clients, friends, family, other professionals, and other attorneys. It should go without saying that the bigger this network of people is, the more referrals you will generally get. For this reason, networking is critical to growing a law practice. But just getting out and meeting people isn’t enough. You’ve also got to build relationships with them, which requires having a system for tracking all your law firm contacts, and following up with them on a regular basis. In this post, we’ll show you how to manage your contacts with customizable tags and contact types in Lexicata to help you expand your reach and grow your practice.
Software can do many things to help improve organization and streamline repetitive processes. But what separates good software from great software is the ability to be flexible and adaptable to a variety of different business use cases. One common way that software can be customized is by creating custom fields to capture the specific data points that your business needs in order to function. In this post, we’ll show you the power of Lexicata custom fields by highlighting 7 different ways that you can use them to track data and automate processes for your law firm.
Legal work requires a significant amount of “form filling.” This tends to be incredibly mundane work, on the same level as watching paint dry. But it’s necessary. You could try to push it off to your clients, but they’ll probably get confused and not know what to fill out. After all, they hired you and paid good money for this very reason. Wouldn’t it be nice if PDFs could be filled out automatically by software? Well, it turns out they can. Here’s how to automatically fill out PDF forms in Lexicata.
In the practice of law, you are constantly relying on your clients to send you documents, provide information, sign agreements, show up for appointments, etc. It’s just part of the job, but when any of these things don’t happen or become delayed, it can result in inefficiency, lost business, and frustration. Wouldn’t it be nice to have an automated system to remind clients about all the little things they need to do to keep your business moving forward? Well, that’s why we built automatic reminder features into Lexicata. Here’s how to send automatic reminders to your clients about their upcoming appointments, outstanding intake forms, and unsigned retainer agreements.
At many law firms, client intake is a disjointed and unorganized process consisting of a combination of phone calls, meetings, emails, handwritten notes, intake forms, and PDF documents. As law firms scale up and take on more client volume, this disorder becomes increasingly difficult to manage. Staff members end up wasting time and client conversion rates suffer. In order to continue growing, it’s critical that you implement better, more organized processes. This is where Lexicata’s matter pipeline feature comes into play. In this post, we’ll show you how to organize your client intake process with Lexicata’s matter pipeline.