About this webinar
Webinar Type: On-Demand
Description: Learn step-by-step how to create tasks, schedule consultations and send automatic reminders and other scheduled emails directly through the Matter Info Page.
What you'll learn:
> Matter Index Page > Matter Info Page > Add to Workflow Button > Tasks > Appointments > Emails > Notes > Matter Timeline > Agenda Page > Filters
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.