We added a "Matters" module to Lexicata in order to help you keep track of pending matters and upcoming work. This will help you intake every matter for both new and existing clients with ease.
Matters in Lexicata have a few key components:
- Notes - keep track of all the details regarding the matter
- Contacts - you can assign one or many contacts to a matter
- Estimated Value - forecast your upcoming revenues
- Checklist - assign a list of to do items for each matter: intake form, consultation, engagement letter, and other custom tasks that need to be completed
- Consultation - schedule your consultation and send automated reminders to the client
Matters also provide deeper integrations with Clio. You can now export all information from a matter on Lexicata directly into Clio with a few clicks, whenever you finish the intake process (including contact(s), intake forms, engagement letters, matter descriptions, practice areas, etc.). Data entry has never been easier!