Efficiency is the key, especially when it comes to case files. Check documents in or out so you don’t have to worry about edits being overwritten, or force-check them back in when the need arises. Auto-generate client and matter folders upon client retention and quickly save docs to auto-generated subfolders specific to matter type.
Not only is Lexicon DMS powerful, it’s secure. You can set custom user permissions and view audit logs, set up custom alerts and notifications and restrict access on a client, matter, folder or even document basis. Information always stays in the right hands, ensuring peace of mind, both for you and your clients. As an additional layer of security, all documents are scanned for threats prior to upload and stored and transmitted using bank grade encryption.
Lexicon is committed to helping you optimize your practice and increase your revenue, so you can focus on doing what you do best.