Reinventing Professionals

Reinventing the Client Intake Process


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I spoke with Michael Chasin, the co-founder of Lexicata, a new cloud-based application that automates the client intake process. We discussed the genesis of the new site, built to help solo and small firm practitioners to manage their leads and intake, how it works, and its upcoming launch in late September.
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Reinventing ProfessionalsBy Ari Kaplan