You can now connect Lexicata to your Clio account in order to seamlessly transition your prospective clients on Lexicata into billable clients on Clio as soon as the engagement is formalized.
Here are the key features of the integration:
- Create new contacts on Clio from Lexicata
- Export all the contact information and client notes
- Create new pending matters on Clio from Lexicata
- Export completed forms and signed engagement letters
With this integration and our existing contact sheet functionality, we now allow a seamless, end-to-end process for creating and storing records for all your clients without having to do the data entry yourself.
You can simply send out your contact sheet and client intake form, have the client fill out all their own contact information, and then export the details to Clio and create a new contact with a few clicks.