Lexicata Integrations

Our seamless integrations allow Lexicata to easily plug into your existing workflow. From case management, to email and calendar, to email marketing, we've got you covered.

 

Our robust integration with Clio allows you to create a seamless process for managing the entire client lifecycle. Track prospects in Lexicata, collect the information you need with online intake forms, get your intake documents e-signed, and then export the data to create matters in Clio with a couple of clicks. No additional data entry is required.

 

Lexicata connects to any Google account, enabling you to send out intake forms, engagement letters, reminders, and follow ups via your real email address. Lexicata also tracks email conversations with each contact and syncs appointments to your calendar automatically.

 

Lexicata connects to any Outlook.com or Microsoft Exchange account, enabling you to send out intake forms, engagement letters, reminders, and follow ups via your real email address. Lexicata also tracks email conversations with each contact and syncs appointments to your calendar automatically.

 

Lexicata has a robust integration with the HelloSign API, providing an embedded process for generating e-signable documents and sending them securely for your clients to sign right within Lexicata. No separate HelloSign account is required.

 

Lexicata offers a free plugin for WordPress blogs and websites. You can install it anywhere on your site and any time a potential client submits a message, their contact info will be captured automatically for tracking and follow up. Never lose track of a website lead again!

 

Lexicata provides an automated system for managing your email marketing lists on MailChimp. Simply set up rules in Lexicata based on how your contacts are categorized, and any new contacts that meet the criteria will automatically be synced to the appropriate MailChimp list.

ApexChat provides live customer service representatives to chat with visitors when they land on your website. Not only does this significantly increase conversions, but best of all, the contact information and full chat transcript will be automatically transmitted into your Lexicata account so you can follow up and intake the new potential client.

Save $100 when you sign up!

 

Ngage Live Chat provides live customer service representatives to chat with visitors when they land on your website. Not only does this significantly increase conversions, but best of all, the contact information and full chat transcript will be automatically transmitted into your Lexicata account so you can follow up and intake the new potential client.

Client Chat Live provides live customer service representatives to chat with visitors when they land on your website. Not only does this significantly increase conversions, but best of all, the contact information and full chat transcript will be automatically transmitted into your Lexicata account so you can follow up and intake the new potential client.

 

LawChat Inc. provides live customer service representatives to chat with visitors when they land on your website. Not only does this significantly increase conversions, but best of all, the contact information and full chat transcript will be automatically transmitted into your Lexicata account so you can follow up and intake the new potential client.

Save $100 when you sign up!

 

Unbundled Attorney is a lead generation service for law firms that offer unbundled legal services. They capture leads with online marketing and charge attorneys a flat fee for exclusive access to a lead. They currently work with family law, estate planning, immigration, and bankruptcy attorneys. Our integration enables the contact info of each new lead to be captured automatically into Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Ruby Receptionists is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Back Office Betties is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

PATLive is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

LexReception is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Smith.ai is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

ContactONE is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Alert Communications is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Answer1 is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

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Gabbyville is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

 

Alert Communications is a virtual receptionist service that will take calls from prospective clients on your behalf, and either transfer them or take a message. Our integration enables the callers' contact info to be captured automatically in Lexicata for tracking and follow up, so you don't have to spend any time re-entering data and no business slips through the cracks.

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