Lexicata Builds Robust Legal CRM With Email API

Teaching a Legal CRM new tricks with easy email integration.

Saved 12 months of engineering time.

Saved 12 months of engineering time.

Integrated with 100% of email providers.

Integrated with 100% of email providers.

Increased revenue with new features.

Increased revenue with new features.

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, Lexicata gave attorneys a new way to make the most out of their email, and their business.

Streamlining Onboarding with the Nylas Email API

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, Lexicata gave attorneys a new way to make the most out of their email, and their business.

Location: Los Angeles

Location

Los Angeles

Industry Legal CRM

Industry

Legal CRM

Employees

Employees

15

Giving Users A New Powerful Tool For Client Outreach

Using the Nylas Sync Engine, Lexicata enabled their users to view and control all client email correspondence from one CRM. Having more articulated control over a client’s first impression of their attorney can help onboarding in the early stages of an attorney-client relationship.

But, Lexicata looked down the road from onboarding as well. They built tools to help their clients focus on growing and securing client-relationships.

Lexicata’s clients handle privileged, sensitive material everyday. Security of that information is a primary concern to Lexicata because it’s paramount to their users. When Lexicata was looking around for an email API provider, they knew they needed robust security controls.

Nylas’ security docs and out-of-the-box support for two factor authentication quickly addressed those concerns. Lexicata’s new email integration works securely at scale, ensuring their users information is safe.

Our customers needed email features in their CRM, and Nylas made it easy to build. [The Nylas APIs] are a modern way to work with email.

Aaron George

Co-founder of Lexicata

Saving Valuable Development Time with Robust Email API Integration

Lexicata built email support and integration with Nylas in just two weeks with a few engineers. Instead of wasting development time building out individual integrations for each separate email platform their clients use, Lexicata’s developers integrated with Nylas once to deploy support for all leading email platforms.

“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 Lexicata team was able to focus on other core components of their CRM.

“Our customers needed email features in their CRM, and Nylas made it easy to build,” says George.

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