Streamline your data management process with the Lexicata + Highrise 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.

Highrise CRM is a simple Customer Relationship Management tool designed to increase your business’ results easier and faster. Highrise CRM allows you to: Acquire more prospective clients You can connect Highrise CRM to any other lead source to increase your leads. By giving them tags and custom fields, you’ll be able to assign those leads to the proper follow up sequences, in order to customize their journey and increase your sales.

Assign tasks to team members Highrise’s easy interface allows you to skyrocket your team members’ productivity, by assigning them tasks and goals with just one click. Assign tasks to team members Skyrocket your team members’ productivity assigning them task and goals with one click. Manage follow-ups. Highrise enables you to follow up your leads and clients with the most relevant message for them. When leads are ready to talk with your sales reps, you can easily assign them to the right people in your team. Track leads’ activities.

With Highrise CRM you get all the data you need about your marketing and sales processes. Such information are crucial for understanding where your productivity lacks and how to improve your results. Get reports on your leads and funnel Reporting tools allow you to get specific information and data you need to know for your business. By doing so, you’ll be able to manage the entire sales funnel, in order to identify which specific actions you can do to increase your customers lifetime value.