Who Uses This Software?

Small-to-Medium Sized Law Firms


Average Ratings

26 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Lexicata
  • www.lexicata.com
  • United States

About Lexicata

Streamline your operations and grow your practice with this CRM and client intake solution for lawyers.


Lexicata Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

Lexicata Reviews Recently Reviewed!

F27305446e7ada0125633731c77fd857

Wonderfully Functional Lead Intake and Management Software

Nov 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Just like anything else good in life, if you spend time with it it gets better. The software platform has endless functionality from sending out retainer agreements to keeping track of intakes, to creating routines for how staff should deal with a particular intake, and enabling scripts that are contoured to the particular intake

Cons: They are constantly improving the functionality and I know they have this on the list of things to implement, but looking forward to restricting access to certain users to lockdown certain intakes.

72bf66e1d9f2b2b6f187d5fcba58b188

Streamlined Intake Process and Increased Response Rate!

Nov 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: We vetted a few CRMs prior to purchasing Lexicata and it is by far the most comprehensive in its price range. This software has become an invaluable tool in our practice and has considerably improved our lead qualification process and information gathering abilities. The ability to email forms directly to our prospects has expontentially increased our response rate.

Cons: The export features could use some work but the customer care team is extremely responsive and is always willing to listen to feature suggestions.

Fantastic platform, great customer support.

Nov 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love that Lexicata is easy to use and very reliable. The program is very intuitive and there no significant learning curve. The software is also great because it has the ability to track data, advertising, referral sources....but you do not have to use the features. Major plus - Anna at tech support is here in the US, in California. Having a US based tech is invaluable.

Overall: Intakes and sign ups and payments. When it takes numerous calls with potential clients and numerous people speak with the clients, the notes feature works very very well. I love that it is cloud based and no risk of lost data. Ease or use and reliability are key to me..

Lexicata has greatly improved our lead tracking and the turn around on our questionnaire forms!

Nov 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Lexicata has greatly improved our lead tracking and the turn around on our questionnaire forms! I love the ease of access and the automatic reminder functions.

Cons: Hmmm... I wish the contact information could be updated from within the matter. However, this is a minor complaint.

Overall: Lexicata has streamlined our whole intake experience!

6ca5edcfed23b515a9344bdbfe8620d4

Good features, lots of room for improvement

Oct 05, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Value for Money

Pros: I appreciate the quick intake feature, the automated (yet customizable) emails for appointments, forms that import data directly to the contact's file, and HelloSign for documents. The price is reasonable too.

Cons: The task management features are really clunky. First, you have to dig into sub-menus to find what tasks are due or overdue. Even when you do find the task list, you have to click on each task individually to figure out what matter it relates to and who it is assigned to. As you can imagine, a law firm may have several attorneys with "write brief" as a task. The task feed just says "write brief" without saying what case it relates to or who needs to do it. Worse, unless the task is due today, the task feed doesn't say when the task is due. Again, you have to click on each item individually. It seems that each user's tasks (and only that user's tasks) should appear prominently on the dashboard and the tasks should include matter and due date.

Regarding other issues, I would prefer more robust security on the forms. As attorneys we collect confidential information. Information collected on a Lexicata form is available to ANYONE who has the secret link, and it stays available in perpetuity after the form is submitted (unless you manually delete the form after downloading it). Apparently it is not stored encrypted at rest on the Lexicata server. Formstack is much safer. Once a form is submitted, only an authorized Formstack user can access the data. Formstack also lets you set an option to keep the data encrypted at rest on the server so that an encryption key is required to unlock it.

Vendor Response

by Lexicata on October 10, 2017

Thank you for the feedback, we appreciate it. A few points to consider: 1) we agree, the agenda and task management could be better which is why we made it better :) we are actually releasing a new version of Lexicata (Lexicata 3.0) very shortly that will solve those shortcomings in that area, hope you like them, definitely send your feedback to support@lexicata.com and we will take them into consideration as we are constantly improving the system). 2) We are also releasing an upgrade on security to give encryption at rest in the next few weeks. 3) Additionally, with the new version of Lexicata we are removing the download link for the clients to greater enhance security protocol. Thanks for the feedback and we hope you enjoy the new updates!

I love this software and the way it helps simplify and streamline my job!

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: User friendly - easy to use, easy to figure out and easy to integrate. It's set up in a logical, user-friendly format.

Cons: There really is nothing I don't like about this software. The only I wish is if it would alphabetize my location of case listings. Really there is nothing I don't like about this software..

Overall: Integration; streamlining my intake process and keeping everyone in one place.

Excellent Software for Intake and Lead Management

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Lexicata provides a simple, easy to use software to help a law firm manage contacts and leads. For anyone who uses Clio or other practice management software, Lexicata is a great platform to manage contacts and leads prior to entering them as matters into Clio. I highly recommend it.

Cons: It could use some additional functionality to generate more detailed reports with the data input to the system. However, its a young company and I believe it will continue to improve over time.

Flexible, comprehensive, valuable in every sense of the word.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The dexterity and ease of use for the client. Form building is easy. My clients can execute their documents electronically via smartphone or tablet. Executed documents port seamlessly to my client management software.

Overall: Efficiency and productivity increases. Clients have an improved experience.

Thank you for your incredible service!

Jun 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It's unfortunate this day and age that it is often accepted for customer service to be lacking. However there is still hope, and I found this hope with Lexicata and the co-founder, he took time out of his day on several occasions to assist me with a problem that I was having when trying to sync with his network. Even though the connection issues was from my side and not Lexicata our rep went above and beyond by taking his time and methodically going through my own computer settings one step at a time with me. our reps approach and genuine level of service is not typically common with today's front line customer service agents let along a co-founder of a company. Our rep has renewed my hope that there are still individuals and companies that truly care about their customers. Thank you for your incredible service!

Makes my everyday life a lot easier but it could be better

Jun 27, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: I love how I get notifications whenever I receive forms and documents and how some things can be automated and saved as a template.

Cons: The automation is very limited, and could definitely be improved. The integration with Mailchimp could be better too.

Great experience and great team at Lexicata. Especially enjoyed working with Thad Jordan.

May 31, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use. I like the product and it was very easy to replace our existing intake software with Lexicata.

Cons: Needs better integration with incoming emails. Nee to be able to associate emails from client with their matter.

Outstanding. Very simple, streamlined, and efficient.

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Able to quickly capture a lead's data, provide the consult, and quickly electronically send a fee agreement.

Cons: Generating reports and printing them. Not as many functions as other CRM software, but as a solo attorney I need speed and efficiency. This is perfect for that.

It's made life easier

May 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When we started using Lexicata, it was built for the US market. However, the team took our feedback and went out of their way to make Lexicata work for our jurisdiction - Nigeria. This is customer service at its best.

The user interface is great which makes the whole experience easy and enjoyable. Lexicata is currently a can't-do-without.

Cons: Hmmmmn, maybe having to create a matter for everything. Wish this was an optional feature. Other than that, Lexicata works great

Lexicata First Year Anniversary User

Apr 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: Very user friendly. We use it to track our law firm's leads and it is by far the best that I have used. I had previously tried two other programs. Features very useful to us are: the electronic signing of documents, customization of status and matter type and their continued customer support. I would highly recommend this software.

Revolutionizing my plaintiff practice

Apr 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Lexicata is revolutionizing the workflow for the intake process in my plaintiff practice. Very intuitive -- actually fun to use. Terrific customer support and training.

Great and Growing Potential

Apr 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Automation of emails, document signing, retainer letters, contracts. Pairing with Clio.

Cons: The product is clearly young which is great for new features but also has some bugs. I understand a new UI is rolling out soon. As a tech lover who enjoys learning software this is fun for me. I expect other attorneys may not be as accommodating.

Overall: Lexicata has great features for lead nurturing, client intake, e-signing and document automation. The product is still maturing, which is why I could only post 4 stars instead of 5. But any small firm looking to automate many intake hassles (response emails, retainer letters) will be happy with this product. The fact that Lexicata pairs with Clio is another huge benefit. Sign up and use test it in the trial period. It is well worth the effort.

Recommendations to other buyers: Being able to set a client or matter billing rate and push that to Clio would be a great feature. The rate is contractually set during the the engagement letter process. But that rate is not tied to Clio so that default Clio rate will apply. Since Lexicate creates the client and matter in Clio, my old workflow in Clio matter creation is skipped. This creates a likelihood that the Clio default rate may not match the client contract rate.

Lexicata - First Class Service & Excellent Evolving Software

Apr 20, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's trello like workflow and ease of data view

Cons: Although fairly new to using it, so far Tags need to be easier to apply quickly without so many steps.

Overall: Lexicata is an evolving law specific CRM software that is worth every penny. Ss with most current software being offered it is adapting to our needs yet is not compromised in delivering value for investment and excellent support services. As with the integration of any system into your business, its up to you as the consumer/user to capitalize on its intuitive features and not take a garbage-in/garbage-out approach to your launch of Lexicata into your law practise. We are very pleased to have found Lexicata and look forward to our long term investment and increasing use in managing our CRM activity. We are even more excited of many pending future iterations that are coming as the Lexicata Team works hard at responding to best practices approach ideas and upgrades.

Recommendations to other buyers: Linking Clio Company Contacts Uniqueid with Lexicata as a mass csv import just like Individual Contacts is a major piece that is missing for our initial migration. Creating a lot of extra work for our work around. Not sure if you have it available, but a suggestion box would be a good idea.

Great Product!

Mar 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We used spreadsheets to track potential clients for years, which was okay for us but did nothing for our potential clients. We tested several legal intake services and Lexicata was the best by far. Not only has it made my office more responsive and productive but clients get updates and their contracts immediately via email. It truly gives them an "uber" like experience and our percentage of signups has increased dramatically. Lexicata has helped us improve processes, save time, streamline workflow, grow business, increase revenue and create a great client experience. Also, as we were figuring out the system, the customer service was excellent. I would highly recommend Lexicata if you are looking for a legal intake and CRM solution.

We are grateful we found the perfect solution for our client intake and organization needs.

Mar 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User friendly. Smooth integration with CLIO. Tracking

Cons: Nothing, as we came across a glitch, Lexicata adjusted whatever was necessary to make sure the program worked seamlessly with our needs.

Overall: Lexicata has been great! Our firm needed a system to organize and track potential new clients as they contacted us through the process of retaining. Creating spread sheets and lists in an effort to keep anyone from "slipping through the cracks" were tedious and overall ineffective. Lexicata filled the need perfectly! We are so grateful we found this software. I must also note that I have had 2 occasions to contact customer support and both times, their response was immediate, thorough and conclusive. What a time saver overall! I would highly recommend this program to any Law Firm.

Lexicata gives time back!

Mar 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: At our office, we have Lexicata and Clio integrated to allow for the most efficient client onboarding and tracking of simple marketing stats. We use Lexicata as our CRM and to deliver our initial client documents. We enjoy the speed and ease of allowing the client to sign all documents online. Through the use of integration, we have saved countless hours in production. Great value for small investment! Finally, the customer support delivers rapid responses with solutions EVERY TIME.

Great product

Feb 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have nothing but great things to say about Lexicata. It has a clean interface, is highly functional, and helps in day-to-day practice when tracking leads. Cannot recommend this product enough.

Revolutionize Your Practice

Feb 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Comments: Get on board or be left behind. This software increases law practice efficiency ten-fold and as soon as it catches on, everyone will use it or lose clients to competitors who do.

Lexicata is an amazing service

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: lexicata has been a god-send to my small law practice with respect to tracking my referral and potential client relationships. I used to keep track of everyone on a spreadsheet and I did not realize that it was costing me literally hundreds of thousands of dollars in business each year. My revenue has almost doubled from this same time last year. Can't thank this tool enough. Compeletely transformed my practice!

Lexicata is a no-brainer

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Leads are crucial to any business. From the first demo to full set-up, the Lexicata team has been there to ensure I see the benefit of the program. There is no question I am tracking leads more efficiently now. Thank you Lexicata!

Lexicata is amazing

Feb 15, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: This tool has helped me cut down my intake time from over a week on average, down to 1 day. My clients love it and it saves me tons of time. 5 stars *****

Great Program

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: ease of use

Overall: This a great, easy to use program that has helped me track my client/ case leads and intakes. It's intuitive and helps keep me organized. I definitely recommend it.