Streamline your data management process with the Lexicata + FreeAgent CRM 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.

FreeAgent CRM offers a cloud-based platform to help teams unlock productivity and increase sales. FreeAgent CRM helps improve team productivity through artificial intelligence-driven sales. Users see only what is needed, with a feed based on the flow of personalized and priority activities and key insights.

FreeAgent CRM allows users to gain visibility into customer work and also acquire an immediate context in all customer relationships, visualizing the activity related to any change in the pipeline and its impact.

With FreeAgent CRM, users can also measure and improve performance by monitoring activities that bring sales and satisfied customers. Thanks to FreeAgent CRM you can increase the sales cycle with customizable stage-gate processes and eliminate manual work with automation.