More News From Lexicata: Create Custom Matter Checklists

Lexicata checklist

Creating a custom checklist in Lexicata.

Just last week, I posted here about Lexicata’s release of a new plugin that allows law firms to integrate its client-intake forms with their WordPress websites. Today there is more news from Lexicata, the introduction of custom intake checklists.

As some of you may recall from my original review, Lexicata is a cloud-based client intake and CRM system for lawyers. It provides a platform for managing client leads and intakes and for automating several of the steps associated with the intake process.

The original version included a static intake checklist that was the same for all matters. With this week’s announcement, users can now create custom intake checklists. They can either create checklist templates to be applied to certain types of matters — such as a divorce template or a business-formation template — or they can create checklists on the fly for new matters.

A checklist can include any combination of:

  • Consultations.
  • Tasks.
  • Emails.
  • Forms.
  • Documents.

Say, for example, you want to create a checklist template for divorce cases. You might want to have the following items in your checklist:

  • Consultation: Divorce consultation.
  • Email: Follow-up after consultation.
  • Form: Divorce intake form.
  • Task: Follow-up regarding intake.
  • Document: Divorce engagement letter.
  • Email: Thank you and next steps.

When you create a task, you can assign a due date and designate whether you want to be sent a reminder email. Emails can also be scheduled to be sent at specified times.

Once your template is created, you can add it to a matter simply by clicking the “Add Checklist” button that appears on the matter page. Here is where you can either add one of the checklist templates you have already created or make a new checklist specifically for this matter.

You can add multiple templates to the same matter, so you could, for example have different templates for different stages of the intake process.

Think of this as a workflow-management tool for your intake process. It lets you define the steps that need to be taken and helps ensure and track that they are actually taken.

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  • I started using Lexicata a week ago. I am still testing it out and I like it so far. It takes work to set it up, but once you do, it has the potential to transform a law firm’s intake system. Lexicata takes intake to a new level.