Part 2: How to Intake New Prospects

Join this live webinar to learn how to streamline your firm's intake process, and keep better track of prospects and legal matters as they progress using the Quick Intake, Lead Inbox and Pipeline features in Lexicata.

What you'll learn:

• how to create new contacts & matters in Lexicata via Quick Intake;
• when to use the Lead Inbox to review leads collected from third-party sources;
• what type of sources integrate with the Lead Inbox;
• where to track the status of legal matters as they progress;
• how to customize the matter pipeline & Quick Intake form; and
• how to create custom fields & edit matter statuses.

Features Discussed:

   > Quick Intake                > Lead Inbox
   > Pipeline 	                 > Custom Fields
   > Matter Fields               > Matter Cards
   > Integrations

____________ Register for a live session below ______________