Manage Clients. Build Relationships.
Lexicon allows you to intuitively manage your entire practice from anywhere on one comprehensive platform.
With Lexicon, you customize the intake process so that it works for you. Migrating existing contacts and clients is easy with batch upload and download, but so is finding them once they’re in the system with intelligent search and advanced filters. Plus, you can build custom intake workflows to ensure you capture the information you need to capture.
Upon retention, convert a contact to a client with one click and run conflict checks. Auto-generate client and matter folders and get prompted to schedule a new calendar event every time a client retains. Plus, have confidence you’re optimizing the time spent on each case with custom time-entry reminders and robust reporting.
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. 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.
Lexicon is committed to helping you optimize your practice and increase your revenue, so you can focus on doing what you do best.