Punching Above Their Weight: “We’re hired to make a difference. We want to focus on the client and change their... Best Books for Solo Entrepreneurial Lawyers in 2018: Reading a great book is a real joy. Reading is also an effective way for solo lawyers to... What Makes Lawyers Happy? It’s Not What You Think!: Happy lawyer—sounds like an oxymoron, right? I can’t think of many of my colleagues... Make This the Year You Take Control Of Your Time!: A lot of lawyers are extremely challenged about operating in crisis mode and ending many... A Strategic Approach To Legal Business Development: Many of us treat legal business development the same way we do bathing suit season—we... 17 WAYS TO ADD VALUE TO YOUR CLIENT RELATIONSHIPS: Legal marketers talk a lot about value. We talk about providing value, being of value,... 4 Client Intake Best Practices For Law Firms: At many law firms, client intake is a disjointed process of back and forth calls and... Community News – April 2018: Mark P. Robinson, Jr., Shareholder and Founder of Robinson Calcagnie, Inc, has been named... There’s always a plan: For People, Businesses and Attorneys withClients Facing Hard-To-Resolve Debt, Gregory... How to Become a Motivational Leader at Your Firm: A leader should not only guide others to ensure great professional success, but also...
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RSSAuthor Archive for Aaron George

Aaron George is the co-founder of Lexicata, the leading relationship management software for law firms. Lexicata provides an end-to-end solution that streamlines client intake and helps with communication between a law firm, its clients, and its professional network. Features include customizable online intake forms, e-signable document templates, task management, email sync, an email automation system, and more.

4 Client Intake Best Practices For Law Firms

4 Client Intake Best Practices For Law Firms

At many law firms, client intake is a disjointed process of back and forth calls and emails, and manual paperwork. The process can be arduous for both clients and staff. Worst of all, poor organization can expose law firms to liability when mistakes are made and result in lost business when things slip through the […]

How to Get More Law Firm Reviews Online

How to Get More Law Firm Reviews Online

With all the stories we hear of identity theft and security breaches these days, it can be tough to build trust with prospective customers online. One of the best ways to do it is with social proof and testimonials. People want to know that others just like them have had a positive experience using a […]

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