Lexicata Features List

Lexicata Reviews

Lexicata

CRM & client intake solution for law firms

4.69/5 (39 reviews)
5,943

Lexicata Feature Summary

  • Interaction tracking
  • List management
  • Marketing automation
  • Campaign management
  • Contact management
  • Document management
  • Email marketing
  • Web forms
  • Landing pages
  • Lead management
  • Project management
  • Referral tracking
  • Tracking features
  • Electronic signature capture
  • Signature capture
  • Contact database
  • Activity notes
  • Task management
  • Intake form builder
  • Drag & drop interface
  • Due date tracking
  • Status tracking
  • Automatic email reminders
  • Engagement letter templates
  • Template management
  • Request e-signatures
  • Task tracking
  • Referral source tracking
  • Third party integration
  • CRM
  • Analytics
  • Intake checklists
  • Activity dashboard

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (17 other apps)
Access Control (15 other apps)
Activity Dashboard (28 other apps)
Automatic Notifications (15 other apps)
Automatic Reminders (24 other apps)
Billable Hours Tracking (16 other apps)
Billing & Invoicing (22 other apps)
Calendar Management (22 other apps)
Case Management (29 other apps)
Contact Database (15 other apps)
Custom Fields (15 other apps)
Document Assembly (17 other apps)
Document Storage (24 other apps)
Document Templates (21 other apps)
Invoice Management (20 other apps)
SSL Security (19 other apps)
Search Functionality (18 other apps)
Task Tracking (17 other apps)
Time & Expense Tracking (17 other apps)
Time Tracking by Client (16 other apps)

Competitor Feature Comparison

Lexicata Feature Reviews

25 reviewers had the following to say about Lexicata's features:

Olivia Dunkley

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

2017-11-02

Lexicata has streamlined our whole intake experience!

Pros

I love the ease of access and the automatic reminder functions.

Cons

I wish the contact information could be updated from within the matter.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Lexicata is an Attorney's Dream for CRM

2018-03-19

Pros

It allows for pipeline management of deals, collects just the right amount of information, and allows for customization.

Cons

For example, it needs call tracking. More focus needs to be on the revenue generated by various marketing mediums and lead acquisition.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Corine Rogers

Lexicata gives time back!

2017-03-01

Through the use of integration, we have saved countless hours in production.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jason Foscolo

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

2017-07-18

Efficiency and productivity increases. Clients have an improved experience.

Pros

The dexterity and ease of use for the client. Form building is easy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Baldwin

Wonderful experience overall! Fantastic software and People!!

2018-06-07

We needed help getting our contacts managed, follow ups and appointments completed and tracked, data captured for marketing purposes and getting campaigns started.

Pros

It meets all of our needs from contact management, marketing needs to providing excellent customer service!

Cons

I haven't run into anything yet and it's been a year. I know they are working to make data compatible with other legal software platforms

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Mossman

Good features, lots of room for improvement

2017-10-05

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.

Cons

Regarding other issues, I would prefer more robust security on the forms.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Lexicata


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!

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Joseph Scrofano

Excellent Software for Intake and Lead Management

2017-07-19

Pros

Lexicata provides a simple, easy to use software to help a law firm manage contacts and leads.

Cons

It could use some additional functionality to generate more detailed reports with the data input to the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Janis Bell

Lexicata First Year Anniversary User

2017-04-26

Features very useful to us are: the electronic signing of documents, customization of status and matter type and their continued customer support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett Gibson

Lexicata allows efficient and automated client intake with great reporting features.

2018-06-07

Pros

Automated Intake Ease of use: set-up forms and automated drip e-mail campaigns in minutes with no IT help New reports provide excellent business intelligence.

Cons

Does not integrate with our Case Management Software (ActionStep).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
puneet toor

Great Program

2017-02-15

This a great, easy to use program that has helped me track my client/ case leads and intakes.

Pros

ease of use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dawn Hill

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

2017-03-13

Our firm needed a system to organize and track potential new clients as they contacted us through the process of retaining.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jiah Kim

Lexicata is indispensable for running my lawfirm

2018-01-22

Pros

Makes it super easy to manage and organize leads and clients. I can get engagement agreements signed electronically.

Cons

Editing and formatting documents on the platform can be tricky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mariana Austin

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

2017-06-27

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Brown

Wonderfully Functional Lead Intake and Management Software

2017-11-08

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Steve Shaner

Great product

2017-02-22

It has a clean interface, is highly functional, and helps in day-to-day practice when tracking leads.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Aaron Cronan

Great and Growing Potential

2017-04-21

Lexicata has great features for lead nurturing, client intake, e-signing and document automation.

Pros

Automation of emails, document signing, retainer letters, contracts.

Cons

I understand a new UI is rolling out soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Lexicata

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.

Source: Capterra
Helpful?   Yes   No
Read more
Julian smith

Lexicata is an amazing service

2017-02-15

lexicata has been a god-send to my small law practice with respect to tracking my referral and potential client relationships.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
CJ ROSENBAUM

Fantastic platform, great customer support.

2017-11-02

When it takes numerous calls with potential clients and numerous people speak with the clients, the notes feature works very very well.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim Higgins

Great Product!

2017-03-14

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Natalie Giachos

love that a lead will never get lost in the shuffle.

2018-04-10

see review

Pros

you can keep track of new leads and money in pipeline.

Cons

I like everything about it but if there was one thing i would like more of it would be on training so we could make the most of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cory Charlupski

Lexicata is a no-brainer

2017-02-15

There is no question I am tracking leads more efficiently now.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Bochner

Lexicata is amazing

2017-02-15

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 *****

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Evan Sauer

Lexicata has been a game changer. Our conversion rates and efficiency have skyrocketed!

2018-05-17

Pros

Quick Intake and follow-up emails lead to new clients. We have been using Lexicata for a few months and our conversion rates and intake efficiency have skyrocketed.

Cons

The only con would be the slight difficulty in importing Company contacts from Clio.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher McKinney

I'm a new user, and very happy with Lexicata. It's very intuitive - easy to get started.

2017-12-05

Pros

Lexicata makes recording initial client contacts a breeze, and allows you to easily analyze the types of leads coming and and the status of those leads within your firm's workflow.

Cons

Lexicata can't solve every data entry and form completion problem I have, but I wouldn't expect it to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Odunoluwa Longe

It's made life easier

2017-05-16

Pros

The user interface is great which makes the whole experience easy and enjoyable.

Cons

Wish this was an optional feature. Other than that, Lexicata works great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more