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Lexicata invites you to its webinar

Part 2: How to Intake New Prospects (On-Demand)

About 1 hour

About this webinar

Webinar Type: On-Demand

Description: Learn how to streamline your firm's intake process, and keep better track of prospects and legal matters as they progress using the Quick Intake, Lead Inbox and Pipeline features in Lexicata.

What you’ll learn:

  • how to create new contacts & matters in Lexicata via Quick Intake;
  • when to use the Lead Inbox to review leads collected from third-party sources;
  • what type of sources integrate with the Lead Inbox;
  • where to track the status of legal matters as they progress;
  • how to customize the matter pipeline & Quick Intake form; and
  • how to create custom fields & edit matter statuses.

Features Discussed:

   > Quick Intake                > Lead Inbox
   > Pipeline 	                 > Custom Fields
   > Matter Fields               > Matter Cards
   > Integrations

To register for the next on-demand webinar in this series, click here:  Part 3

Hosted by

  • Team member
    ER T
    Emma Raimi-Zlatic Head of Product Education & Training @ Lexicata

Lexicata

Run a more organized, efficient, and profitable law firm.

Lexicata is the #1 law firm CRM and client intake software. With tools like online intake forms, e-signable contracts, lead & matter tracking, in-depth data dashboards, and tons more, Lexicata takes the guess work out of building and running a successful law firm.

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