There is news this week from Lexicata, the cloud-based client intake and CRM system for law firms that I reviewed here last May. This week the company announced a new plugin that allows the Lexicata platform to integrate with websites created using WordPress.
With the plugin installed, a law firm can capture leads from potential clients who visit its website and bring them directly into the Lexicata platform for tracking, follow-up and intake. A firm would use this plugin in place of the contact form on its website or blog.
When a visitor fills out the form, the information is sent to the firm’s Lexicata inbox and it also gets a notification sent to its regular email inbox. The message shows the information provided on the contact form, as well as the URL of the page from which it was submitted, in case you have the form on multiple pages.
From there, you can simply click a button in the message to either add the person as a contact or to begin the intake process. Either way, the information the visitor provided is automatically populated in the appropriate Lexicata fields.
Because it is a plugin to your existing WordPress site, the contact form automatically matches your site’s theme and colors.
This Lexicata video shows how to install and use the plugin.