Streamline your data management process with the Lexicata + Workbooks 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.

Workbooks offer an affordable, feature-rich, cloud-based CRM solution that enables mid-market organizations to efficiently capture, convert, and retain customers.

Workbooks help marketing teams to drive campaigns and generate more quality leads, as well as enable the sales team to work more effectively, identify opportunities better, close more businesses and increase revenue. Moreover. Workbooks offer an excellent customer support team.

Workbooks integrate the entire organization around data and processes, fostering teamwork and collaboration, offering a 360-degree view of customers and information is accessible anytime, anywhere.