We just released 2 awesome new updates to Lexicata. One is a Matter Pipeline view on the dashboard. The other is to add support for additional custom field types. Here's what you need to know:
The matter pipeline gives you a visual overview of the current status of all your matters. It is divided up into 3 different boards, corresponding to the three matter status categories: Intake, Hired, Did Not Hire.
Within each board, there will be lists of all your matters, grouped according to their current status. You can drag and drop matters to different lists to update their status, mark them as hired or did not hire, or view all their details, all without ever leaving the dashboard.
The pipeline gives you a whole new way to visualize your data. You can see an overview of where each matter stands, whether it's still in the intake process, already been hired, or marked as a did not hire. It takes lead management with Lexicata to a whole new level!
Additional Custom Field Types
Previously we only supported single line text, paragraph text, date, checkbox, and contact select field types. Now we added support for 5 more types of fields:
- Money (only allows numbers and is formatted as currency automatically)
- Integer (only allows numbers)
- Website (requires a proper web URL format and is a clickable link)
- Email (requires a proper email address format and is a clickable link)
- Dropdown (a list of predefined options in a dropdown menu)
We also improved the Clio custom fields sync to integrate with all of these field types in Clio. We hope you enjoy these updates, and we look forward to hearing your feedback!