Client Intake

With Lexicon, you customize the intake process so that it works for you.

One click client conversion

With Lexicon, you can convert a contact to a client with one click and run conflict checks. Have the confidence you’re optimizing the time spent on each case with custom time-entry reminders and robust reporting.

Completely client-centric approach

Migrating existing contacts and clients is easy with Lexicon’s batch upload and download, intelligent search and advanced filters. Custom intake workflows ensure you capture the information you need to capture.

Increase Efficiencies

Bill more hours and focus on doing what you do best, practicing law.

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Features
CLIENT-CENTRIC
ONE-CLICK CLIENT CONVERSION
CONFLICT CHECK
CUSTOM PERMISSIONS
REPORTING
PLUS MANY MORE FEATURES

Manage Clients. Build Relationships.

Easily intake and schedule new clients based on your firm’s operations and your clients’ needs and save time by only capturing the information you need to capture. Ensure a positive experience for your clients through our intelligent search and advanced filters – never keep them waiting for information again.

Confidently Convert. Optimize Hours.

Upon retention, convert a contact to a client with one click and run conflict checks. Auto-generate client and matter folders and receive prompts to schedule a new calendar event each time a client retains. Plus, have confidence that you’re optimizing the time spent on each case with custom time-entry reminders and robust reporting.

True Transparency. Better Business.

Lexicon is client-centric — no matter where you are in the software, you can intuitively see a client’s entire story, even across multiple matters, making it easy to understand business drivers. Ensure your firm stays abreast of all case updates and never misses deadlines with our notes feature and the ability to set custom matter alerts and notifications. You can even limit access to a client, a matter, a folder or even a document with custom user access settings and view audit logs of all user activity to ensure your client’s most personal information is kept just that.

Total Practice Management. Total Peace of Mind.

Lexicon takes care of the business so you can take care of the law.