Streamline your data management process with the Lexicata + Claritysoft integration

Lexicata starts with the belief that better law firms are built on better relationships, so it gives you an integrated system that does all the heavy lifting for you. Whether you want to follow up with key contacts more regularly, streamline intake to convert more leads into clients, track your marketing and referrals, or just get back some of your precious time, Lexicata can do all of that.

Lexicata helps law firms everywhere streamline their client intake, get more organized, and boost revenue. Lexicata is a virtual file cabinet that helps track potential clients and professional contacts, ensuring you never let another opportunity slip through the cracks. It streamlines intake and helps automate to follow ups so you can save time, strengthen your professional network, and provide a better client experience.

Lexicata's reporting tools deliver powerful insights about your marketing channels and referral sources so you can make business decisions that lead to growth.

Claritysoft is a CRM that helps medium and large companies manage customer accounts by providing user-friendly and convenient customer relationship management software. Key features of Claritysoft include account management, task management, calendar management, and pipeline management.

Claritysoft presents a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks, Claritysoft also allows users to view the location of contacts on Google Maps, useful for planning routes for sales representatives.

Finally, the email marketing feature offered by Claritysoft allows users to design email templates and extract contacts from contact lists based on filters and preferences.