if you use clio this is great, it gives you esigning of documents, a crm and form filling Review collected by and hosted on G2.com.
the CRM is not great, there are definitely better ones out there Review collected by and hosted on G2.com.
Pretty good for tracking cases. Good for connecting to email, and have email recorded somewhere when you send via Lexicata. This is useful for things like letters closing files that you want a record of. Review collected by and hosted on G2.com.
The intake form isn't customizable, and is pretty clunky. Review collected by and hosted on G2.com.
We like this software best because it allows to input all calls and walk-in inquiries no matter what to track where we are getting our referrals and which marketing techniques are working best. It helps us to keep track of how many inquiries are hiring our firm and which referrals to other attorneys we need to track to make sure we are receiving our referral payments. Review collected by and hosted on G2.com.
It works with Clio in some aspects, but not in every aspect. It does not completely synchronize with Clio in that when we export data and matters, we are still having to go back into Clio to add or edit information after export. This may be a fault of Clio as much as it is of Lexicata. Review collected by and hosted on G2.com.
Very organized system and easy to find what you need. Review collected by and hosted on G2.com.
Reply emails do not go directly into the system. Review collected by and hosted on G2.com.
The thing that I liked best about Lexicata is its integration with Clio! It really simplified our lead management and onboarding process. It's electronic delivery of Representation Agreements and automated appointment reminders were fantastic! Review collected by and hosted on G2.com.
Although it sounds like a silly thing to dislike, I didn't like that I had to operate out of multiple platforms. I wanted to simplify not try and remember to log in to Lexicata and Clio and make sure that I was capturing my leads and toggling between the two. I also felt like the loops were weird and editing documents/letters were kind of cumbersome in Lexicata. I do know, however, that they had plans to improve upon this. Review collected by and hosted on G2.com.
Their newest update was fantastic. It's all our receptionist could talk about the day it was announced. Their search function is pretty great, for the most part, and I love that you can customize so much of it to fit the type of firm you work at. Review collected by and hosted on G2.com.
Sometimes the search function doesn't recognize certain keywords in the notes, I've noticed. And I really wish tasks were in a more easily to locate spot and were more user friendly to manage. Review collected by and hosted on G2.com.
I like how we are able to track progress in lexicata throughout the intake process Review collected by and hosted on G2.com.
It is sometimes difficult to keep track of the different cards as you are moving them along Review collected by and hosted on G2.com.
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