We offer live training webinars almost every single day! View our full webinar calendar to register for an upcoming session!
Topics covered include:
- Getting Started: Learn the basics of Lexicata
- Intaking Prospective Clients: Learn to use Quick Intake and the matter pipeline
- Managing Contacts: Keep track of your leads, clients, and referral partners
- Managing Your Agenda: Schedule consultations, set tasks/reminders, and send automatic emails
- Collecting Client Data: Use online forms to capture important details about contacts and cases
- E-signing Agreements: Learn how to automate documents and send them for e-signing