CRM & Contact Management

Lexicata’s CRM and contact management tools were designed to help your firm build stronger relationships with prospective clients and your professional network..

Contact Tagging

Label and categorize your contacts into easily searchable lists. Find who you need, when you need them.

Lexicata contact tagging tool

Lead Source Tracking

Find out where your best clients and cases are coming from to improve your marketing efforts and increase your conversion rate.

Lexicata lead source reporting

Notes, Tasks, & Reminders

All your client details, notes, and to-do’s are just a click away. Keep everyone at your firm up-to-date and on schedule.

Lexicata notes, tasks, and reminders

Email & Calendar Integration

Connect your email and calendar. Lexicata will automatically track email correspondence and sync your appointments.

Lexicata email and calendar sync

Have Questions?

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