Lexicata is all about managing your pre-retention client relationships, while Clio is all about managing cases and existing clients' projects. It seemed like a match made in heaven, so we're excited to announce that we now allow you to connect your Lexicata account to your Clio account!
This integration allows you to create new contacts and pending matters on Clio from Lexicata. You can export contact information, completed intake forms, and signed engagement letters directly to your Clio account with just a couple clicks. This helps save time and significantly reduces data entry.
For more information, see the full article here.