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What is Lexicata
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.
Benefits of using Lexicata
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.
Why should I use Lexicata
Lexicata's reporting tools deliver powerful insights about your marketing channels and referral sources so you can make business decisions that lead to growth.
What is Mercury Connect CRM
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Benefits of using Mercury Connect CRM
Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.
Why should I use Mercury Connect CRM
With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.
Create new Mercury Connect CRM leads
with Lexicata
Update Mercury Connect CRM leads
with Lexicata