Had you thought about using Lexicata before it became Clio Grow? Looking for a Lexicata alternative, or just exploring intake software for the first time?
This guide will highlight the two different approaches to intake so you can make the right choice for your firm.
Lexicata was acquired by Clio in October of 2018. As of Summer 2019, all Lexicata customers will be forced to move to Clio Grow. Because Clio Grow is largely the same as Lexicata, the following still applies, but feel free to check out Clio Grow vs. ClientRock for the detailed comparison with Clio Grow.
When you started your law firm, you didn't dream of spending 3 hours a day in your CRM chasing down unresponsive prospects, rescheduling no-show consultations or pestering that client to just sign the #@$* fee agreement already!
That's not a productive use of your time.
ClientRock was built with the idea that every time you're interrupted to step into a process, you're not spending time doing actual lawyering.
ClientRock focuses on all of the repeatable tasks in getting a new client onboarded and only calls you in to handle the important stuff, i.e. wowing the client with an awesome consultation.
Lexicata was conceived as a Legal CRM (Contact Relationship Manager). Its goal was to take sales processes and apply them to legal intake.
Lexicata wants you to be a sales rep in addition to being a lawyer. That means manually maintaining a sales pipeline, updating contacts, manual outreach, lots of reminders for you to stop what you're doing and do sales stuff instead of law stuff.
If you're super focused on building a supercharged sales engine for your firm, then Lexicata might be your pick. But if not, it might be overkill.
If you're just sick of chasing down clients and getting the information you need feels like you're pulling teeth, ClientRock is happy to take that off your plate. In our process, all you have to do is show up to the consultation and decide if you want to take the client. Other CRMs require you to manually track where folks are in the process. We do it all for you.
Not a Clio customer? Or maybe you are but you don't want all of your eggs in one basket forever. We've got you covered. We work with Clio and PracticePanther and we're adding more partners all the time. Don't see your case management system? Let us know and we can get on that.
You may have heard, but Lexicata was acquired by Clio in 2018 and re-released as Clio Grow. All Lexicata customers will be forced to migrate to Clio Grow, whether they're a Clio user or not.
If you're looking for a tool that continues to innovate and doesn't tie you down to one Case Management provider, ClientRock is your answer.
ClientRock is the only intake solution that allows you to charge for consultations up front as part of the booking process. Don't worry about tire-kickers or chasing down clients for fees.
ClientRock has simple transparent pricing that scales with you. You shouldn't have to schedule sales demos just to see how much your software will cost. The pricing is straightforward, public, and adjusts to your firm's seasonality.
If you're an introvert that hates phone calls or if you just like to explore things on your own, ClientRock offers a full-feature, 14 day free trial.
Lexicata / Clio Grow requires a hard sell demo. And on top of that they charge a $399 setup fee, just for the privilege of you needing to learn a new piece of software. What is that?
Of course we're happy to walk you through the software too, but the point is you don't have to get a sales pitch just to see it in action. And we never charge to set up your account.
Try ClientRock today and in just a few minutes you'll have an entirely new intake process up and running. It's online. It's easy. Your clients and staff will love it.
At ClientRock we believe the tools you use should be fair, honest and up front with their pricing. We don't believe in locking you in and forcing you to pay just to get started.
|Requires a sales demo to sign up||No!||Yep|
|Per Staff Member||$0||$59|
There is no easier way to automate your intake process, guaranteed. We handle the details so you can get back to being an incredible lawyer.
|Charge for consultation||Yes||No|
|Collect retainer fee||Coming Soon||No|
|Online consultation booking||Yes||No|
|Custom intake forms||Yes||Yes|
|E-signature||Yes||Yes (requires separate HelloSign account)|
|Intake form templates||Yes||Yes|
|Automatic reminders||Yes||Yes, but need to be configured|
|Integrates with Zapier||Coming Soon||No|
You shouldn't need to switch tools to make your process work. We connect to the tools you already use and make the entire experience seamless for you, your staff, and most importantly, your clients.
|Other case management providers||Coming Soon||Never|
"I built ClientRock after hearing from so many folks that their intake was a mess but that Lexicata wasn't a fit for their firm. I built it from the ground up to be easy to use, hands free to maintain and delightful for your clients and staff alike.
If you feel like your intake software has been too clumsy, too cumbersome and not all it's cracked up to be, I implore you to give ClientRock a try.
I'll personally guarantee that you'll love it and that it will transform your intake for the better. If not, I'll give you a full 100% refund, no questions asked."