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.