Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. Lexicata remains in beta and offers potential customers access on request.

What's behind the curtain? Michael Chasin, Lexicata co-founder, told Legaltech News the company's platform is a “pre-case management solution.” It manages everything before you get to a case, from the time you meet a potential new client to the time you retain him or her as a client.

Lexicata is designed to help lawyers manage leads and convert leads to clients. Although lawyers still must market their practice so potential leads can find them, Chasin explained Lexicata helps lawyers and law firms turn leads into clients in three ways: