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.
The legal sales process normally culminates with the signing of a retainer or fee agreement, which formalizes the lawyer client relationship. As you probably know, chasing down signatures is not an easy task, and because law firms cannot bill for those hours, it pays (literally) to make the process of drafting and getting client agreements signed as efficient as possible. The documents themselves tend to be standard templates that only require minimal customization, making it a perfect opportunity to leverage the power of document automation. In this post, we’ll show you how to automate your client agreements using Lexicata in order to save time on drafting and getting signatures.
Lawyers are not usually known for their marketing prowess, so they tend to get a lot of business from referrals. These referrals come from other attorneys, past clients, other professionals, friends, family members, etc. Lawyers not only receive a lot of referrals, but also make referrals to other attorneys when a case isn’t within their specific practice area. These arrangements are beneficial for generating future referrals, and may include referral fees which can be quite lucrative for certain cases. The point is, referrals are a major part of the law firm business model. But many firms still don’t have a good system for keeping track of them. In this post we’ll show you how to track your referrals using Lexicata.