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.
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.
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.
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.
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.
Lexicon’s fully-integrated software allows you to set up charge codes, disbursement types, rate tables, and workflows to ensure billable time gets captured easily and approved on time.
Intuitively schedule and track all events, and easily bill the time associated with them. Two-way integration and live syncing with your native calendar client allows you to maximize your time and billable hours.
Manage clients and cases with a client-centric system. Easily migrate existing contacts and clients and build custom workflows, intake forms, and set custom fields based on practice area and firm needs.
Lexicon’s customizable and actionable DMS dashboard is fully integrated and lets you efficiently manage documents via a robust, secure repository, fueled by intelligence and simplified for ease of use.
Manage cases in ONE place with Lexicon’s customizable and actionable matter dashboard. Robust standard and custom matter reports can give you confidence that you are optimizing the time spent on each case.
Cloud-based software ensures your website security is kept up to date and performance bugs are handled immediately. Integrated software features allow insight into audit history and document migration, as well as the ability to set user permissions and redact documents.
Every Lexicon subscriber has a dedicated Customer Success Manager ensuring you have the resources to not only utilize Lexicon Software to its fullest, but also to stay atop industry trends, best practices, and more.
Fully and efficiently capture all billable and non-billable time, including write-offs and write-downs. You can set up charge codes and workflows to ensure billable time gets easily captured and automatically approved.
Keep track of every expense and every payment while efficiently, accurately, and securely managing trust and operating accounts for every client and every matter.