Introduction

Meet Lexicata, your ultimate companion in law firm management, focusing on efficiency and client satisfaction. Lexicata combines a robust legal CRM and client intake software to streamline your firm’s operations with features such as online intake forms, e-signature, and referral tracking. Visit the official Lexicata homepage to learn more about their mission to elevate legal practices through innovation. By integrating IdentityCheck, law firms can supplement these features with seamless ID verification, enhancing both compliance and client onboarding processes.

Why Connect IdentityCheck to Lexicata

Integrating IdentityCheck with Lexicata offers law firms several benefits. By combining Lexicata’s intuitive client intake functionalities with IdentityCheck’s efficient KYC check capabilities, firms can swiftly verify identities while ensuring regulatory compliance. This integration minimizes time spent on manual verifications, allowing legal professionals to focus on delivering unmatched services to their clients.

One notable example is Lexidy’s successful transformation in online legal services through IdentityCheck. The integration enabled Lexidy to enhance its service offering, demonstrating the powerful synergy between comprehensive client management and robust identity verification. Read more about this transformation in the Lexidy case study.

Setting Up the Integration

1. Log into your Lexicata account.
2. Navigate to the ‘Integrations’ section in your settings.
3. Select IdentityCheck from the list of available integrations.
4. Follow the prompt to enter your IdentityCheck API key.
5. Customize the integration settings according to your firm’s needs.
6. Save the configuration and begin using IdentityCheck directly within Lexicata.

How It Works in Lexicata

Once integrated, Lexicata users can initiate an identity check directly during the client intake process. For instance, when a new client completes an online intake form, IdentityCheck automatically runs a KYC verification. The results are then accessible within the Lexicata dashboard, offering a comprehensive view of client eligibility without leaving the platform. This seamless workflow enhances client onboarding efficiency and ensures compliance with legal standards.

Frequently Asked Questions

• Where is the data stored? All ID verification data is securely stored within the IdentityCheck system, adhering to strict data protection standards.
• Can the ID verification process be customized? Yes, firms can customize the verification parameters to align with specific compliance requirements.
• What happens if an ID check is incomplete? Incomplete checks are flagged, allowing for manual review or re-verification as needed.

Final Thoughts

Integrating IdentityCheck with Lexicata empowers law firms to deliver efficient, compliant, and client-focused services. This powerful combination streamlines ID verification, eliminates manual errors, and optimizes client intake workflows, making it an indispensable tool for modern legal practices.