Join this live webinar to get a high-level introduction into Lexicata and learn about some of our most powerful features, from quick intake and the pipeline to reports, referral tracking and the Form Builder.
What you'll learn:
- how the main pages of Lexicata work;
- where to find & store information about prospects and matters;
- when to use some of Lexicata's most popular features;
- how to edit account settings & user notifications;
- how to set up email & calendar sync;
- where to get help & training.
> Pipeline > Reports > Agenda > Contact Index Page > Matter Index Page > Form Index Pag > Document Index Page > Account Settings