Lawyers shouldn’t need another advanced degree to figure out how to best serve their clients. But, litigation requires logistics. Before a case hits the courtroom, law firms need to do the work before the work: onboarding clients, reviewing documents, and scheduling meetings.
Lexicata, the legal CRM, gives attorneys a suite of tools to help them focus on the work that’s most important. If a firm is using the wrong set of tools to manage clients, they can create logistical thrash that affects the most important part of an attorney-client relationship — communication.
A lion’s share of that communication happens via email. Using Nylas’ API,
Streamlining Onboarding with the Nylas Email API
“We needed a modern way to work with email,” says Lexicata CEO, Aaron George.
Law firms’ biggest hurdle is onboarding clients. When firms use clunky email onboarding tools, they’re stuck sending mixed messages, rolling out the proverbial welcome mat while making clients jump through hoops.
Clients have to download a form, find it on their computer, find the application to fill it out, save it, attach it, and email it back.
“We needed a seamless way to control email inboxes, signatures, formatting, etc. We needed more than just rich text editing — integration was the biggest thing,” says George.
Giving Users A New Powerful Tool For Client Outreach
Using the Nylas Sync Engine,
Nylas’ security docs and out-of-the-box support for
Saving Valuable Development Time with Robust Email API Integration
“It would have cost us at least a year to build out just the Exchange and Google integration,” says George. By building on top of the Nylas API, the
“Our customers needed email features in their CRM, and Nylas made it easy to build,” says George.
Co-founder of Lexicata