Our DMS is fully-embedded, which means you don’t have to pay another vendor another subscription every month just to manage your documents. It can all be done right here in Lexicon.
Have confidence knowing that every document is scanned upon upload and our DMS is fueled by intelligence and supported by an in-depth audit log, bank grade encryption and salting. Send documents electronically through a secure link and limited access ability.
Electronic document transmission ensures documents are sent quickly and securely, allowing for the quick and secure capture of a signature. Even limit access for an added layer of security.
Frequently using the same documents? Save time by creating both drafting and fillable temples in Lexicon so no matter when you need a new one, it’s already there.
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.
This fully-integrated solution means you never have to pay for a third-party document management system again. With Lexicon, securely manage documents via a robust repository fueled by intelligence and simplified for ease of use, so you can focus on doing what you do best: practicing law.
Seeing the big picture is essential to your firm’s well-being. Lexicon’s customizable and actionable DMS workspace lets you manage all documents in one place. Working directly on a matter? You can manage documents from the matter dashboard, too. Lexicon enables your firm to work in a way that works for you.
Efficiency is key, especially when it comes to case files. Create templates and 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.
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.