Workflow Management

The most efficient and fastest growing law firms take full advantage of Lexicata’s workflow features. Apply a systematic approach to your practice, and take your firm to the next level.

Matter Status Pipeline

Your high level overview about the current status of each intake or case. Get the latest progress updates instantly.

Lexicata matter status pipeline

Custom Workflow Templates

Build predefined, step-by-step templates for all your processes. A systematic operational structure will keep your firm on task and organized.

Lexicata workflow templates

Workflow Status Tracking

Easily monitor the status of each step in the workflow with statuses that update automatically. If something is still pending or past due, you’ll know instantly.

Lexicata workflow status tracking tool

Agenda with Filters

Your 30,000 foot view of all the upcoming activities in your account, including tasks, appointments, scheduled emails, and pending intake forms and signature requests. Nothing will slip through the cracks again.

Lexicata agenda tool

Join the thousands of firms using Lexicata, the #1 law firm CRM and client intake solution.