Legal Practice Management Software

Clio & Lexicata

Advanced Client Intake for Modern Law Firms

Law firms historically have overlooked what might be the most important part of the lawyer-client relationship — the sales and client intake process. Many law firms stumble in this crucial first step of retaining new clients and initiating new matters. While many firms have greatly improved their case management procedures the intake process has been ignored almost entirely.

Modern client intake has advanced beyond simply taking notes on a legal pad. Firms now need to be able to document their clients’ case using tools accessible from anywhere and integrated throughout their systems. Clio and Lexicata together have built the most powerful and comprehensive intake and case management platform in the world.

Join Clio’s Lawyer in Residence, Joshua Lenon, along with Michael Chasin, founder of Lexicata, as they teach you how to build your own perfect intake system for your law firm.

In this one-hour webinar, learn how you can use Clio and Lexicata to:

  • Streamline, speed up, and better organize your client intake
  • Ethically handle contact information and conflict checks for prospective clients
  • Use modern intake tools to eliminate data entry for your firm
  • Manage your CRM cycle to anticipate future clients’ legal needs

Michael Chasin, founder of Lexicata
Joshua Lenon, Lawyer in Residence, Clio