Lexicata

Lexicata

Système CRM et solution de prise en charge des clients pour les cabinets d'avocats

4.7/5 (67 avis)

Lexicata - Présentation

Lexicata est un système de CRM et de prise en charge des clients qui offre aux cabinets d'avocats, de petite et de moyenne tailles, une plateforme unique et centralisée pour y gérer les relations clients potentielles et existantes. En intégrant la technologie de suivi des leads, les listes de contrôle d'admission et les modèles d'e-mail, ainsi qu'un assistant d'ordonnancement et une fonctionnalité de signature électronique, Lexicata vise à fournir une solution complète de prise en charge des clients.

Afin de gérer la prise en charge des clients efficacement, Lexicata fournit aux utilisateurs les outils nécessaires pour assurer le suivi des clients potentiels et organiser facilement la documentation sur ces prises en charge en ligne. Grâce à un générateur de formulaires de prise en charge, à l'éditeur de modèles de documents et à la saisie de signatures électroniques, Lexicata permet de rationaliser les opérations de prise en charge des clients. Pour renforcer la productivité des utilisateurs, Lexicata facilite le suivi des délais et des rappels automatiques de suivi.

Conçu pour renforcer les relations avec les clients, le système CRM des cabinets d'avocats Lexicata permet aux utilisateurs de gérer efficacement les réseaux de communication grâce à des fonctionnalités de suivi des leads et de suivi d'affaires juridiques. Grâce à l'attribution d'un statut et d'une source de recommandation aux leads, Lexicata permet aux utilisateurs de suivre les leads rapidement et avec précision. De plus, le système CRM de Lexicata permet aux utilisateurs d'affecter des tâches, de synchroniser les e-mails et d'ajouter des notes directement aux documents juridiques et aux contacts.

Prix

À partir de
N/A
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Lexicata - Avis

Note globale
4.7/5
96% d'avis positifs
51
Excellent
13
Très bien
1
Moyen
1
Médiocre
1
Mauvais
Philip W.
Traduire avec Google Translate

Essential tool for solo practitioners with a growing practice.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/06/2018
Provenance de l'avis : Capterra

Helps me manage my client intake process, evaluate my marketing and my referral sources. Offers online form completion, e-signing, simple document assembly, "to do" function in one package. Outstanding value for the money.

Avantages

I started my solo practice 5 years ago after being an in-house counsel for large corporations for many years. I needed a tool to manage my intake process and to differentiate my firm. I discovered Lexicata when it was still in the beta stage and have been a user ever since. Overall very happy.
*Client Intake: Once I got used to the discipline of using Lexicata for all client intake purposes, it became my hub for all my work.
*Form Creation: not only for intake but to collect all kinds of information. I use it to collect detailed personal information from my divorce mediation clients.
*E-Signing: Built in integration with HelloSign allows me to create singable documents from my own .pdf templates.
*To Do: I use the "Agenda" feature as my "to do" system. It has built in reminder email tools which I found to be much more effective than the myriad of online "to do" programs. You can sent emails to contacts associated with your matters from within the program.
*Referral Management: Built in tools help me keep track of who is referring matters to me.
*Online Training: I took their "drip email" marketing webinar which was very well produced and very useful.
*Integrations: I have not yet taken full advantage, but they have integrations with mailchimp, Clio, virtual receptionist, and others.
*Good Interface - Thoughtfully designed. New features are introduced through the program (not just email), with instant training.

Inconvénients

*No mobile app.
*I would like to see better integration with my gmail contacts. Right now, I do some double entry which is not as convenient as I would like.
*I would like to see integration with a time/billing system (which I am told may be in the works) and ultimately an interface with Quickbooks.
*No autosave feature in Notes. I've lost notes after forgetting to click save.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Dennis K.
Traduire avec Google Translate

A CRM program is so good I wish I would have written it myself!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 09/10/2018
Provenance de l'avis : Capterra

I made a conversion from referrals out of my enormous existing client base, the majority of whom are older and now gone, unfortunately. This means I had to create new business and so I have signed up for various referral programs. Referrals do not know me so I have had to arrive at a systematic approach to making contacts by calls and emails which is the online version of competency. I have to manually enter new prospects which is easy as I said above and the program allows me to use a form and have the client that himself enter their personal data which goes directly into my computer. This company is keeping me in business!

Avantages

Data entry is intuitive, for example on the opening page I can both search for an existing prospect or client at the same time or I can click a different button and enter new data. is best if I have the complete name and email for the prospect because they have a fantastic built-in follow-up that I use frequently to drip male prospects reminding them that I have not heard from them yet. Eventually it works and I get clients that I never expected! Then, it is easy to build an online fee agreement that I can tailor individually in seconds. it makes me look incredibly professional and the speed is unbelievable. I love it.

Inconvénients

one thing I hope every program will do is to set up a list of tasks in order for me to follow. When I start my day, I have many important clients and I am not sure where to begin until I look over everyone. The pipeline feature reports status of various prospects and clients but there is still some thinking required to make sure beginning on the most important task for the day. From reading one good financial book, I concluded that I should begin with a question "what is closest to the money (getting paid)" which is a great strategy.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Chelsea G.
Traduire avec Google Translate

My experience with Lexicata as our new client intake CRM has been great from the beginning.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 20/01/2018
Provenance de l'avis : Capterra

Lexicata makes our client intake process 100% easier than it was before. It is simple to enter information and it can be easily exported to Clio or a spreadsheet, depending on your preferences. As a law firm using Clio, this integration has saved me tons of time. It is also formatted in a way that helps you see the progression of leads through all stages.

Avantages

Lexicata is awesome! The law firm I work for uses it as our CRM for all clients; new and old. It is intuitive and user-friendly, especially in comparison to similar programs I have tried. It's great because you can keep all of the information in one place from the beginning. It is also completely customizable so it can be suited to just about anyone's needs. We use it in conjunction with Clio, so it's very helpful that they integrate with each other. Lexicata has such a broad spectrum of uses as well; from new client intake, to scheduling appointments, to sending drip campaigns, Lexicata can just about do it all! Thir staff is great at solving issues quickly as well whenever they arise.

Inconvénients

Certain things in Lexicata are not customizable and that can be annoying. However, they recently put through a lot of updates and changes so it is getting better. Additionally, we have always used DocuSign for electronic signatures and I find Lexicata's integration with HelloSign both mediocre and not at all user-friendly or intuitive.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Alicia D.
Traduire avec Google Translate

Easiest Software for Standardizing Intake

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 13/09/2019
Provenance de l'avis : Capterra

I was with them from the beginning after bouncing from CRM to CRM and hobbling together my own system of software, which frequently broke and was expensive. So I’m a big fan. They’ve grown and got better, solving a major problem for me, and I’ll be a customer for as long as I run my small firm on Clio, which is probably forever.

Avantages

I can do intake from first call to signing engagement. I was able to design a system for a call script, document gathering, intake forms, consultation, and fee agreements in one space that my employees would follow with good (but not perfect) compliance. The best was that fee agreements are always signed timely without me nagging everyone.

Inconvénients

It’s reports and analytics could use some refinement. It was just bought by Clio and isn’t integrated yet. The push is fine but fuller integration will be way better. You can’t really use it as a full CRM yet.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Todd W.
Traduire avec Google Translate

Thank you for your incredible service!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 29/06/2017
Provenance de l'avis : Capterra

Avantages

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Lexicata - Prix

À partir de
N/A
Types de licence
Essai gratuit
Abonnement
Rapport qualité-prix

Lexicata - Fonctionnalités

  • Gestion des contacts
  • Gestion des documents
  • Intégration de tiers
  • Modèles de documents
  • Rappels
  • Tableau de bord d'activités

  • API
  • Champs personnalisables
  • Facturation
  • Fonctionnalité de recherche
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Modèles personnalisables
  • Notifications automatiques
  • Rapports et statistiques
  • Stockage de documents
  • Sécurité SSL

Lexicata - FAQ

Voici quelques-unes des questions fréquentes sur Lexicata.

Q. Quels sont les types de licence disponibles pour Lexicata ?

Types de licences disponibles pour Lexicata :

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Lexicata ?

Nous n'avons pas d'informations sur les fonctionnalités de Lexicata.

Q. Qui utilise Lexicata ?

Utilisateurs habituels du logiciel Lexicata :

Entreprises de taille moyenne, PME

Q. Dans quelles langues Lexicata est-il disponible ?

Langues dans lesquelles Lexicata est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Lexicata ?

Types de licences disponibles pour Lexicata:

Abonnement

Q. Lexicata prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Lexicata.

Q. Avec quelles applications Lexicata peut-il s'intégrer ?

Applications s'intégrant à Lexicata :

Clio, Clio, Mailchimp, Smith.ai Live Website Chat, Wordpress, Wordpress

Q. Quelles sont les ressources d'aide disponibles pour Lexicata ?

Ressources d'aide disponibles pour Lexicata :

FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo

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