Streamline your data management process with the Lexicata + ClinchPad 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.

ClinchPad is cloud-based sales management software developed for small businesses that can help you manage sales pipelines, manage contacts and create reports. The product is positioned as an alternative to traditional CRM systems and offers an intuitive user interface and other features such as filters, graphs, dashboards and notifications.

ClinchPad helps users manage all sales pipelines from a single point and allow users to track and filter leads into sales pipelines, identify bottlenecks in the sales process and centralize all sales operations. The tool helps in communication between sales teams by integrating Gmail inboxes into the CRM system and attaching all relevant emails to their respective leads. Users can also add meetings, emails and calls to a lead, and delegate sales operations to other team members.

ClinchPad offers dashboard and reporting capabilities to track daily updates, search the sales funnel, and analyze sales operations. Finally, ClinchPad generates sales activity reports that provide metrics and insights on sales transactions based on geographic areas, products, date range and other parameters.