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Reviewed 2026/05/20
CRM and client intake platform for law firms — managing leads, automating intake, and converting prospects to clients.
Use these non-brand research paths when evaluating whether Lexicata belongs on a legal AI shortlist for your workflow, firm profile, or procurement stage.
Reviewed by LawyerAI Editorial on 2026/05/20. Scores follow our 5-dimension review methodology.
Client Intake & Productivity
Call tracking and analytics platform that helps law firms measure marketing ROI and improve client intake.
Client Intake & Productivity
Live chat and intake service for law firms — converting website visitors into qualified leads around the clock.
Client Intake & Productivity
Legal request management and workflow automation platform for in-house legal teams handling high intake volumes.
Lexicata is a CRM and client intake platform for law firms that helps attorneys manage their new client pipeline — from initial inquiry through consultation scheduling, intake form completion, conflict checking, and engagement agreement signing. The platform has been acquired by Clio and integrated into the Clio suite as the foundation of Clio Grow.
Lexicata's intake automation allows law firms to capture prospect information through customizable online forms, automatically check for conflicts, and send engagement agreements for e-signature — converting prospects to retained clients with minimal attorney involvement for routine intake. This automation is particularly valuable for high-volume practices where intake conversion rates directly impact revenue.
The platform's CRM capabilities help attorneys track their new business pipeline, manage follow-up with prospects, and analyze where new clients are coming from. For practices investing in marketing, this attribution data helps focus spending on the most productive channels.
Key capabilities include online intake forms, automated follow-up, conflict checking, e-signature for engagement agreements, CRM pipeline management, and marketing attribution. Lexicata/Clio Grow serves law firms focused on improving new client conversion rates and intake efficiency.