Streamline your data management process with the Lexicata + Velocify (HTML) 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.

Velocify is a web-based CRM application designed to let you control and evaluate high levels of sales and organize all data into one CRM platform. Velocify automates your sales management, lead management, sales enablement, and customer relationship management in just one user-friendly solution.

Velocify monitors all lead generation and sales actions to further increase maximum conversion rates as well as ensure detailed and accurate revenue reports that can be customized in real-time. The sales algorithm within the tool’s application automatically allocates gives leads to specific team members and will notify your employees via email or SMS.

The management platform is integratable completely with Salesforce, gives you a free smartphone application for your field representatives and managers to monitor sales leads or activities, and is also integrated with a Dial-IQ system giving your sales teams quick mobile access to new leads.