Features

Contact and Lead Management

Contactandleadmgmt

Lexicata is the easiest way to keep tabs on all your leads and clients.

Store your contacts

A page for each contact with all the details you need

Add notes

Keep everyone in your firm up to date with the latest activity

Track the source of your leads

Understand where your business is coming from

Schedule tasks and reminders

Keep organized and stay on-task

Online Intake Forms

Intake forms

No more downloading, printing, and scanning PDFs.

Easy-to-use form builder

Create intake forms in a matter of minutes with our drag-and-drop interface

SEND OUT FORMS INSTANTLY

Generate a unique URL to the form and send it with a few clicks

set due dates

Track the status of each form so everything gets done on time

Automatic reminder emails

Send automatic reminders if a form is past due

E-sign Engagement Letters

Engagement letters

No more wasted time tracking down signatures.

Manage engagement letter templates

Edit them online and send them out with a few clicks

request E-signatures

Your clients can sign on any device, no printers necessary

SET DUE DATES

Get things signed faster and with less hassle

AUTOMATIC REMINDER EMAILS

Send automatic reminders if a signature is past due

Want to Learn More?