Lexicata Reviews & Product Details

Easy way to build forms and customize them based on your business needs. You can collect all types of files and have clients fill out the information by just sending a link Review collected by and hosted on G2.com.

Nothing so far! everything has been great even the integrations with other software Review collected by and hosted on G2.com.

I like the ability to assign where each client heard about our firm. It helps me see where our marketing dollars are best spent. Review collected by and hosted on G2.com.

I dislike that I am not able to create a filter based on where the source of the client Review collected by and hosted on G2.com.

I like that it has the capability to integrate with Clio and it's docu-sign function. It also allows our firm to streamline tasks, and schedule emails efficiently. Review collected by and hosted on G2.com.

Our firm uses a form software called Prima Facie, I wished integrated with it. Review collected by and hosted on G2.com.

Lexicata has made it very easy for our firm to connect leads and turn them in to clients. Over all the system is easy to use and navigate. It incorporates hello sign which makes it easy for clients to sign the necessary documents. Over all i like that Lexicata has been made it so much easier to keep connected with our clients. Love it! Also, big plus their customer support is super quick, responsive, and helpful. Review collected by and hosted on G2.com.

Any issues i had with Lexicata they have been fixed. My main dislike was when you add a contact and could not add more then one matter to the profile. However, that has been updated. Review collected by and hosted on G2.com.

A standout amongst the most points of interest is that the shape Creation isn't just for admission however to gather a wide range of data. I utilize it to gather nitty gritty individual data from my separation intercession customers. Worked in combination with HelloSign enables me to make singable archives from my own .pdf layouts is an awesome favorable position. I utilize the "Plan" include as my "to do" framework. It has worked in update email instruments which I observed to be significantly more successful than the bunch of online "to do" programs. You can sent messages to contacts related with your issues from inside the program. Worked in apparatuses enable me to monitor who is alluding matters to me. Their "dribble email" advertising online class, which was exceptionally all around created and extremely helpful. I have not yet taken full favorable position, but rather they have reconciliations with Mailchimp, Clio, virtual secretary, and others. It has a decent Interface that is insightfully outlined. New highlights are presented through the program (not simply email), with moment preparing. Review collected by and hosted on G2.com.

A standout amongst the most inconveniences is that there is certifiably not a versatile application. I might want to see better incorporation with my Gmail contacts. At this moment, I do some twofold passage which isn't as advantageous as I might want. Additionally I might want to see incorporation with a period/charging framework (which I am told might be in progress) and at last an interface with Quickbooks. A few things in Lexicata are not adjustable and that can be irritating. Also, the mechanization is extremely constrained, and could be made strides. The joining with Mailchimp could be better as well. In conclusion, there isn't autosave highlight in Notes. Furthermore, I've lost notes in the wake of neglecting to click spare. Review collected by and hosted on G2.com.

Lexicata is instinctive, spotless, simple to setup and simple to utilize. The best CRM available for lawyers hoping to increase finish control of their business procedure and gain perceivability + bits of knowledge to their business pipeline. The support team is exceptionally responsive, and careful in helping amid the setup procedure. As far as announcing, the new UI and usefulness is one of the least demanding to peruse and envision that I've found in any CRM. The Lexicata group truly comprehends the matter of lawyers and exceeds expectations at helping them deal with their pipeline of chances. Exceedingly prescribe this product to the greater part of my lawyer customers, from solo administrators to moderate size firms, to compose and scale their deals. It's awesome in light of the fact that you can keep the majority of the data in a single place from the earliest starting point. It is additionally totally adaptable so it tends to be suited to pretty much anybody's needs. Lexicata has such an expansive range of employments too; from new customer consumption, to planning arrangements, to sending trickle crusades. Review collected by and hosted on G2.com.

The errand administration highlights are extremely burdensome. To start with, you need to dive into sub-menus to discover what errands are expected or past due. Notwithstanding when you do discover the errand show, you need to tap on each undertaking independently to make sense of what matter it identifies with and it's identity appointed to. As you can envision, a law office may have a few lawyers with "compose brief" as an errand. The assignment feed just says "compose brief" without saying what case it identifies with or who needs to do it. More regrettable, except if the assignment is expected today, the undertaking feed doesn't state when the errand is expected. Once more, you need to tap on every thing separately. It appears that every client's errands (and just that client's assignments) ought to show up conspicuously on the dashboard and the undertakings ought to incorporate issue and due date.

Concerning issues, I would incline toward more strong security on the structures. As lawyers we gather classified data. Data gathered on a Lexicata frame is accessible to ANYONE who has the mystery connection, and it remains accessible in interminability after the shape is submitted (except if you physically erase the shape in the wake of downloading it). Evidently it isn't put away scrambled very still on the Lexicata server. Formstack is considerably more secure. Once a frame is submitted, just an approved Formstack client can get to the information. Formstack additionally gives you a chance to set a choice to keep the information scrambled very still on the server with the goal that an encryption key is required to open it. Review collected by and hosted on G2.com.

Templated emails and engagement leters. Although customization is a pain if you want to make a modification. Review collected by and hosted on G2.com.

The fact that it is barely integrated with billing system CLIO. It almost seems like you have to do duplicate work: 1 first enter info into lexicata then clio. Review collected by and hosted on G2.com.

I love that they were so willing to help correct and build templates. Review collected by and hosted on G2.com.

Since they were bought by Clio they have not been integrated for the existing users Review collected by and hosted on G2.com.

WE LOVE THE FACT THAT WE CAN EASILY SEND RETAINER AGREEMENTS, SAVES NOTES, AND EMAIL DIRECTLY THROUGH CLIENTS THROUGH LEXICATA. Review collected by and hosted on G2.com.

SOMETIMES LEXICATAS FEATURE TO SIGN DOCUMENTS IS DOWN:( Review collected by and hosted on G2.com.

The dashboard is a great way to track your pipeline and the status of leads. It’s completelt customizable and works in conjunction with many other programs. Review collected by and hosted on G2.com.

I have not found anything I dislike about this program yet. Review collected by and hosted on G2.com.