We are pleased to announce several new updates to Lexicata:
- An integration with Ruby Receptionists
- A custom letterhead builder
- A matter label feature to customize the name of a matter
Ruby Receptionists Integration
Lexicata now integrates with Ruby Receptionists, a virtual receptionist service used by thousands of law firms. This integration will enable your virtual receptionist to remotely input data into your Lexicata account.
The info submitted will include the name, email, and phone number of the caller, along with some call notes. It will submit into the Lexicata Leads Inbox, where you will have the ability to Quick Intake the new lead to set up a matter with just a couple of clicks.
Custom Letterhead Builder
We now enable you to customize the letterhead that shows up on the tops of your forms and document templates you create in Lexicata. You can choose from a 1, 2, or 3-column layout and insert any combination of photos, text, and links into the letterhead.
Go to your law firm settings page to get started generating a custom letterhead for your law firm's intake forms and documents.
We added a matter label feature, which gives you the option to add an additional 25 characters to the end of a matter name. The primary use for this will be to differentiate between two matters with identical names, but you can use it for any other reason that might be useful to you. The label will be included everywhere else the matter name appears throughout Lexicata for easy recognition.