Wer verwendet Lexicata?

Kleine bis mittlere Anwaltskanzleien

Was ist Lexicata?

Rationalisiere deine Abläufe und vergrößere deine Kanzlei mit dieser CRM- und Klientenaufnahmelösung für Anwälte.

Lexicata – Details

Lexicata

http://www.lexicata.com

Lexicata – Kostenübersicht

Lexicata bietet keine Gratisversion und keine kostenlose Testversion.

145534

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Lexicata Funktionen

CRM-Systeme
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
E-Mail Marketing
Gebietsmanagement
Interne Chat-Integration
Kalender-/Erinnerungssystem
Lead Scoring
Marketing-Automatisierung-Integration
Mobiler Zugriff
Segmentierung
Social-Media-Integration

Lexicata – Nutzerbewertungen

Zeigt 5 von 67 Nutzerbewertungen

Gesamt
4,7/5
Benutzerfreundlichkeit
4,7/5
Kundenservice
4,9/5
Funktionen
4,6/5
Preis-Leistungs-Verhältnis
4,7/5
Philip W.
Founding Partner
Anwaltskanzlei
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 20.6.2018

"Essential tool for solo practitioners with a growing practice. "

Kommentare: 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.

Vorteile: 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.

Nachteile: *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.

  • Quelle des Nutzers 
  • Bewertet am 20.6.2018
Dennis K.
Senior Attorney
Anwaltskanzlei, Selbstständig
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 9.10.2018

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

Kommentare: 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!

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 9.10.2018
Scott M.
Principal Attorney
Anwaltskanzlei
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Bewertet am 5.10.2017

"Good features, lots of room for improvement"

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Lexicata an 11.7.2018

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 on Jan 1, 2018 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!

  • Quelle des Nutzers 
  • Bewertet am 5.10.2017
Alicia D.
Trial Lawyer
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 13.9.2019

"Easiest Software for Standardizing Intake"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 13.9.2019
Cece L.
Office Admin
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 2.8.2019

"Easy to Use Overall"

Kommentare: So apparantly this is Clio Grow now and i love the way it looks and works. Still works the same as Lexicata so it wasnt a culture shock or anything. I am still having some trouble understanding creating a new document or form from a pdf template but as i play around with it it works for me. Love it and i would recommend.

Vorteile: Literally plug the information in and youre all set

Nachteile: Having some hiccups with making documents from a pdf template

  • Quelle des Nutzers 
  • Bewertet am 2.8.2019