Lexicata

What is lexicata

Lexicata was a client intake and CRM platform built specifically for law firms to manage prospective clients, automate intake workflows, and track conversion metrics. The product combined customizable intake forms, contact and matter records, follow-up automation, and reporting focused on lead sources and conversion funnels. Lexicata emphasized legal industry needs such as retaining intake history, tracking potential conflicts, and converting inquiries into billable matters through a structured intake pipeline.

Originally launched as a standalone product, Lexicata was acquired and its functionality integrated into Clio's product family. That integration preserved the intake workflows, automated communications, e-signature handoffs, and CRM-style contact management while folding billing and matter management into a more complete legal practice management ecosystem. Firms evaluating Lexicata today will typically assess Clio Grow (the successor product) for equivalent or expanded capability.

Lexicata is best understood as a specialized CRM and intake engine for legal practices: it focused on reducing manual steps in the intake process, improving response times to new leads, and creating a single source of truth for client contact and intake data that can hand off to matter management and billing systems.

Lexicata features

What does lexicata do?

Lexicata provides tools for capturing prospective client data, tracking intake progress, and automating follow-up communications so law firms can convert more leads into clients. Core intake features include embeddable, mobile-friendly intake forms, intake pipelines with customizable stages, and the ability to schedule tasks and reminders tied to each intake.

The platform also functions as a CRM: it stores contact records, logs communication history, and segments leads by source, location, practice area, or custom tags. Lexicata tracked conversion metrics such as leads by source, conversion rate by campaign, and time-to-conversion to help firms optimize marketing spend and staff workflows.

Automation and integrations were central to Lexicata’s value: automated email and SMS sequences, document and signature handoffs via e-signature integrations, and calendar scheduling for consultations reduced the need for manual data entry and follow-up. The platform included templates for emails and intake questionnaires to standardize how intake was handled across intake staff and partners.

Additional features of note:

• Custom intake forms and conditional logic: build intake forms that adapt to answers and route prospective clients to the appropriate workflow.
• Pipeline and task automation: move intakes through stages automatically based on events and trigger tasks for staff at each stage.
• E-signature and document tracking integrations: attach engagement agreements and collect signatures as part of the intake flow.
• Reporting and dashboards: lead source analysis, staff performance metrics, and conversion reporting.
• Integrations with calendars and email providers: two-way calendar sync and email logging to centralize communication history.

Lexicata pricing

Lexicata is no longer sold as a standalone product; equivalent functionality is now available through Clio Grow. For current rates and plan options, review Clio Grow’s published pricing and enterprise options. View Clio Grow pricing and plan comparisons.

Historically Lexicata offered tiered subscriptions aimed at solo and small-firm users up to larger practices with team management needs. After integration into Clio, buyers evaluate intake and CRM functionality as part of Clio Grow or combined Clio Suite packages that bundle practice management, intake, and billing.

Typical plan structure you will encounter when evaluating intake/CRM products like Lexicata (via Clio Grow) includes:

• Free Plan: Not applicable to Lexicata after acquisition; Clio periodically offers trial access rather than a permanently free tier for Grow functionality.
• Starter: $39/month per user is a common entry-level price point for single-user intake-focused packages offered by practice-management vendors. Check Clio Grow pricing and features for current starter rates.
• Professional: $69/month per user or equivalent packages commonly add automation, advanced integrations, and reporting for growing firms.
• Enterprise: Custom pricing for multi-office firms requiring advanced security, SSO, and a dedicated success manager; contact sales for a tailored quote.

Check Clio Grow’s current pricing and enterprise options for the latest plans, billing cadence, and any promotional offers. Because Lexicata functionality is delivered through Clio, vendors often bundle Grow with Clio Manage at different combined price points for practice-wide adoption.

How much is lexicata per month

Lexicata is no longer sold separately; equivalent Clio Grow capabilities are typically available from roughly $39/month per user at entry levels when buying Grow directly through Clio. Monthly charges vary based on which bundle or add-ons you select, whether you want e-signature integrations, and whether you purchase enterprise support.

Monthly fees are commonly influenced by features such as automation limits, number of users, and access to premium integrations (e.g., e-signature and advanced reporting). For precise monthly pricing for your firm size and feature needs, view Clio Grow pricing details.

How much is lexicata per year

Lexicata is no longer available as a stand-alone annual subscription; Clio Grow annual pricing is available directly through Clio with discounted annual billing options. Firms that choose annual billing usually receive a lower effective monthly rate compared with month-to-month billing.

Annual contracts may also include onboarding credits and training sessions for teams; ask Clio sales about annual discounts and bundled pricing for combined Clio Grow + Clio Manage adoption. See Clio’s billing and plan options for current annual rates.

How much is lexicata in general

Lexicata pricing in general is represented today by Clio Grow pricing and typically ranges from free trial access to entry-level plans around $39/month per user up to enterprise-tier custom pricing. The final cost depends on user count, automation volume, and whether you bundle with practice management and billing features.

When budgeting for an intake/CRM solution that offers Lexicata-like functionality, factor in implementation time, possible migration costs from existing CRMs, and any third-party integrations such as e-signature, payment processors, or document automation tools.

What is lexicata used for

Lexicata was used primarily for client intake, CRM, and lead conversion in law firms. Firms used it to capture incoming inquiries from web forms and phone calls, qualify leads with intake questionnaires, and automate scheduling and follow-up so fewer leads were lost before engagement.

Use cases include handling mass inbound marketing campaigns (e.g., PPC and organic leads), standardizing intake across multiple intake staffers or offices, and creating measurable conversion funnels to evaluate which marketing channels produce the highest-value clients. Lexicata’s reporting helped firms allocate marketing spend to the best-performing channels.

Firms also used Lexicata to improve compliance and client onboarding: storing signed engagement agreements, recording intake dates and conflicts checks, and ensuring required disclosures were delivered prior to engagement. The product’s CRM and tagging features enabled targeted follow-up for potential clients who were not immediately ready to retain.

Pros and cons of lexicata

Pros:

• Centralized intake workflows that reduce manual data entry and speed response times to new leads.
• Built-in automation for emails, SMS, and task creation that keeps prospects engaged and reduces lost leads.
• Industry-specific design for law firms, including intake questionnaires, conflict flags, and handoff to matter management.
• Reporting and analytics focused on lead sources and conversion metrics to support marketing ROI decisions.

Cons:

• Lexicata as a standalone brand is no longer sold; firms must evaluate equivalent capabilities through Clio Grow or other vendors.
• Firms with complex matter-management needs may need to purchase or bundle additional practice-management software for full lifecycle handling (matter billing, timekeeping).
• Migration from legacy CRMs or spreadsheets requires planning to preserve historical intake data and to map custom fields.
• Firms that rely on bespoke or local tools (e.g., custom case management) may need engineering work to fully integrate intake flows.

Lexicata free trial

Lexicata used to offer trials for prospective customers to test intake flows, form embedding, and automation rules. Since Lexicata’s capabilities are now available via Clio Grow, Clio offers trial access and demo sessions to evaluate Grow’s intake and CRM features.

A trial typically includes the ability to create sample intake forms, simulate intake workflows, and experiment with automation limits; it’s a practical way to validate form logic and ensure data flows correctly into your CRM and calendar systems. When planning a trial, collect representative intake forms and sample leads so you can replicate real-world scenarios.

For the latest trial offers and demo scheduling, review Clio Grow demo and trial options or contact Clio sales to request a guided evaluation of intake workflows and migration options.

Is lexicata free

No, Lexicata is not currently available as a free standalone product. Lexicata’s core functionality is now part of Clio Grow, and Clio typically provides trial periods or demo accounts rather than a permanently free tier for Grow.

Some vendors in this category offer limited free tiers for single users or small practices, but firms that need automation, multiple user seats, and integrations usually move to paid plans. To confirm whether Clio has any promotional free access or trial options, consult Clio Grow’s offer details.

Lexicata API

Lexicata historically provided an API and webhooks for developers to access leads, contact records, and intake events programmatically. The API allowed law firms and integrators to create, read, update, and delete contacts and matter-intake records, push form submissions into the system, and subscribe to webhook notifications for new intakes or status changes.

Key API capabilities typically included:

• Creating and updating contact records and intake objects from external forms or marketing systems.
• Retrieving lead source and conversion metrics to feed business intelligence dashboards.
• Webhooks for events such as new lead submission, intake-stage change, or signed engagement agreement to trigger downstream automation.
• Integration points for attachments and document references to tie e-signature documents to intake records.

After Lexicata’s migration into Clio Grow, Clio’s API suite covers similar functionality. Developers looking to integrate intake workflows should consult Clio’s API documentation for Grow and Manage integrations to review available endpoints, authentication methods (OAuth), rate limits, and webhook configuration. Typical integrations connect intake to marketing platforms, accounting systems, e-signature providers, and calendar booking tools.

10 lexicata alternatives

• Clio — A full legal practice management suite with Clio Grow for intake and CRM and Clio Manage for billing and matters. Clio is the natural successor for Lexicata users.
• PracticePanther — Legal practice management with built-in intake, billing, and automation features suited to small and mid-size firms.
• MyCase — Client communication, intake, and case management combined in a single platform oriented toward client-facing workflows.
• Rocket Matter — A practice management system with CRM-like intake features and a focus on timekeeping and billing.
• Law Ruler — Lead intake CRM designed for law firms with native integrations for lead sources, marketing channels, and document automation.
• Smokeball — Provides practice management and intake combined with document automation and productivity analytics for small firms.
• Firm Central — Integrated practice management and document workflows targeted at firms that need a combined solution.
• HubSpot CRM — (Non-legal-specific) widely used CRM with intake forms, workflows, and marketing automation that can be customized for law firms.
• Salesforce — Highly customizable CRM platform that can be configured for legal intake processes with additional development work.
• Zoho CRM — Affordable CRM with form capture, workflow automation, and integrations that can serve as a legal intake platform with customization.

Paid alternatives to lexicata

• Clio: Full suite with Grow for intake and Manage for case management; strong legal ecosystem and marketplace integrations.
• PracticePanther: Paid tiers include automation, e-signature integrations, and billing that extend intake into matter lifecycle management.
• MyCase: Subscription plans include client portal, document management, and intake tools designed for small firms.
• Rocket Matter: Paid plans provide intake pipelines, billing, and analytics for productivity and profitability tracking.
• Law Ruler: Tailored paid solution for law firm intake with marketing integrations and litigation-focused workflows.
• Smokeball: Paid solution combining intake with document automation and productivity tracking for small firms.

Open source alternatives to lexicata

• SuiteCRM: Open source CRM that can be extended to handle intake forms, lead pipelines, and custom workflows using community modules.
• EspoCRM: Lightweight open source CRM with form capture, relationships, and workflow extensions that can be adapted for intake.
• CiviCRM: Open source CRM targeted at nonprofits but capable of intake and contact management workflows with customization.
• Odoo (Community): Open source ERP/CRM suite with form capture, automation, and module-based extensibility to build a legal intake flow.
• ERPNext: Open source business management platform with CRM and workflow modules that can be configured for intake and lead tracking.

Frequently asked questions about Lexicata

What is lexicata used for?

Lexicata is used for client intake and CRM for law firms. It captures lead information via embedded forms, manages an intake pipeline, automates follow-up communications, and measures lead source performance so firms can improve conversion and onboarding processes.

Does lexicata still exist as a separate product?

No, Lexicata was acquired and integrated into Clio’s product suite. The intake and CRM capabilities that used to be sold under Lexicata are now available through Clio Grow and related Clio offerings.

Can lexicata integrate with e-signature providers?

Yes, Lexicata supported e-signature integrations and Clio Grow continues this capability. Typical integrations include DocuSign and other e-sign providers so firms can send engagement agreements directly from the intake workflow and capture signed documents linked to the contact record.

How does lexicata handle lead source tracking?

Lexicata tracked lead source metadata and conversion metrics for each intake. It stored UTM and referrer data, allowed manual tagging of lead channels, and produced reports that showed conversion rate and time-to-conversion by source to help allocate marketing budgets.

Is there an API for lexicata?

Yes, Lexicata offered an API and webhook support; equivalent APIs are now available through Clio. Developers can programmatically create and update contacts and intakes, subscribe to webhook events, and integrate lead data with external systems via Clio’s developer API.

Can I migrate my data from Lexicata to another system?

Yes, contact export and data migration were supported to preserve intake records. Lexicata and Clio provide data export tools and migration assistance; for complex migrations engage professional services or follow the documented export/import procedures to preserve field mappings and historical notes.

Does lexicata support SMS follow-up and reminders?

Yes, Lexicata supported automated SMS and email follow-up sequences. The platform allowed timed follow-ups, staff assignment of tasks, and SMS notifications for scheduling or status updates to keep prospects engaged.

How secure is the data in Lexicata?

Lexicata implemented industry-standard security practices and Clio continues those standards for Grow. Security typically includes encrypted data in transit (TLS/SSL), encrypted data at rest, role-based access controls, and optional enterprise controls like single sign-on and audit logs on higher tiers.

Can Lexicata forms be embedded on my firm’s website?

Yes, Lexicata provided embeddable intake forms for websites and landing pages. Forms were responsive, supported conditional logic, and could be customized to match branding while routing submissions into the intake pipeline.

What reporting does lexicata offer for intake performance?

Lexicata offered conversion and source reporting tailored to law firm intake metrics. Reports included leads by source, conversion rates, time-to-conversion, and staff performance to help firms measure ROI on marketing spend and staffing decisions.

lexicata careers

Lexicata’s brand-specific careers are no longer active after the acquisition; team roles and hiring transitioned into Clio’s organization. If you are interested in similar roles, check Clio careers and open positions for product, engineering, and customer-facing roles that work on intake and CRM functionality.

lexicata affiliate

Lexicata did not maintain a standalone affiliate program after merging with Clio; referral and partner programs are now managed through Clio’s partner ecosystem. If you are interested in referrals or becoming a partner reseller for intake and practice-management products, review Clio’s partner and referral programs for eligibility and benefits.

Where to find lexicata reviews

Reviews of the Lexicata product prior to acquisition can be found in historical software review sites and legal tech forums. For current evaluations of equivalent intake capabilities, look for reviews of Clio Grow and combined Clio offerings on vendor review platforms, legal tech-focused publications, and user review sites; see aggregated feedback on Clio Grow user reviews and comparisons and third-party review sites to compare real user experiences.