Lexicata now has a custom fields feature to allow you to add additional details to contact and matter pages. Here are some examples of things that you could use custom fields to keep track of:
- Birthdays for your contacts
- Marital status
- Spouse/family member names
- Court dates coming up
- Previous arrests/bankruptcies that may be relevant to a pending matter
- ANYTHING ELSE YOU CAN THINK OF!!
Custom fields can also be integrated with our intake forms to update your contacts and matters instantly when a form is submitted. Not only that, but you can sync them with your Clio custom fields to export intake form data to Clio as well.
With our custom fields feature, you can now fully customize Lexicata to fit with your practice and your existing workflows. This makes Lexicata more powerful, flexible, and easier to use for everyone.