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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 Pareto Platform
Pareto Platform CRM is a Microsoft Dynamics cloud-based CRM solution designed exclusively for financial consultants.
Benefits of using Pareto Platform
Pareto offers a mobile app for consultants and their solution does not require installation since it is based on the Microsoft back-end system.
Why should I use Pareto Platform
Pareto has customized Microsoft Dynamics for the specific needs of financial consultants with integrated best practices based on the Pareto System Consulting Program.
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