Lexicata, by Clio
Lexicata, by Clio, is the legal industry’s leading customer relationship management (CRM) and client intake software.
Lexicata, by Clio, has a range of features to streamline and automate your entire intake process. These features include custom intake workflows, online intake forms that populate data into Clio practice management solution, consultation scheduling with automatic reminders, email campaigns, fee agreement automation, and electronic signature.
Once the intake is complete your firm can export all of your intake data over to Clio practice management solution with one single click to completely eliminate double data entry. Lexicata, by Clio, also integrates with numerous other systems such as MailChimp, WordPress, Ruby Receptionist, nGage Live Chat, and much more!