Features
Contact and Lead Management
Lexicata is the easiest way to keep tabs on all your leads and clients.
Store your contacts
A page for each contact with all the details you need
Add notes
Keep everyone in your firm up to date with the latest activity
Track the source of your leads
Understand where your business is coming from
Schedule tasks and reminders
Keep organized and stay on-task
Online Intake Forms
No more downloading, printing, and scanning PDFs.
Easy-to-use form builder
Create intake forms in a matter of minutes with our drag-and-drop interface
SEND OUT FORMS INSTANTLY
Generate a unique URL to the form and send it with a few clicks
set due dates
Track the status of each form so everything gets done on time
Automatic reminder emails
Send automatic reminders if a form is past due
E-sign Engagement Letters
No more wasted time tracking down signatures.
Manage engagement letter templates
Edit them online and send them out with a few clicks
request E-signatures
Your clients can sign on any device, no printers necessary
SET DUE DATES
Get things signed faster and with less hassle
AUTOMATIC REMINDER EMAILS
Send automatic reminders if a signature is past due