Manage cash, credit or property held in trust
Lexicon makes it easy for you to get paid by offering choices. Allow the client to hold property, cash or credit in their trust to ensure you always have somewhere to pull from.
Get a real-time look into transactions
With our real-time trust transaction queue, view a daily report of all transactions that are ready to be sent to your operating account.
Choose how payments and over-payments are made
Happy clients mean more revenue for you. Choose whether payments for each matter come out of the trust account or another payment method and choose how overpayments for any matter are handled to help ensure not only a happy client, but also that you’re getting paid.
Increase Efficiencies
Bill more hours and focus on doing what you do best, practicing law.
Features
MANAGE PROPERTY HELD IN TRUST
MANAGE FIRM AND CREDIT CARD TRUST ACCOUNTS
RECORD PAYMENTS, RETAINERS, TRANSFERS, AND REFUNDS
OVERPAYMENT MANAGEMENT
OVERDRAW SAFEGUARDS
PLUS MANY MORE FEATURES
Set Your Own Rules.
Getting paid is easy. Manage multiple trusts and set minimum retainer balances per matter. You can both transfer and deposit funds, manage bank accounts and record payments and refunds. No matter how you’re doing it, Lexicon makes sure you get paid.
Manage Your Money. Make Money.
With Lexicon, Trust Accounting works how you and your firm need it to, ensuring you are meeting deadlines, maximizing revenue and getting paid. Want the big picture of where your finances stand? Lexicon’s customizable and actionable billing and accounting dashboards let you manage all financials in one place and run reports to provide real-time updates, including giving you insight into your daily transaction queue.
Manage Funds. Get Paid.
Manage credit, card or property held in trust and choose where payments come from giving you the comfort of getting paid. Keep track of every expense and every payment, so you can focus on doing what you do best, practicing law.
Customized Security. Bill Confidently.
Lexicon has your security concerns covered. Securely invoice clients and get paid electronically in just a couple of clicks. That means e-signatures too. Have confidence knowing your billable time is maximized. You can set custom user access, permissions and audit logs, set up custom alerts and notifications, and restrict access on a client, matter, folder or document basis. Make sure information never gets in the wrong hands and ensure peace of mind, both for you and your clients.
Explore All Software Features
Billing & Reporting
Billing & Reporting
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.
Calendar
Calendar
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.
Client Intake
Client Intake
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.
Document Management
Document Management
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.
Matter Management
Matter Management
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.
Security
Security
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.
Support
Support
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.
Timekeeping
Timekeeping
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.
Trust Accounting
Trust Accounting
Keep track of every expense and every payment while efficiently, accurately, and securely managing trust and operating accounts for every client and every matter.
Total Practice Management. Total Peace of Mind.
Lexicon takes care of the business so you can take care of the law.