Core Lexes · Coming Soon
Legal Intake Software and Law Firm CRM
Core Lexes keeps prospective clients, intake information and contacts in one connected system, so the path from first call to open matter takes fewer manual steps.
Client Intake and Contacts
Onboard new clients smoothly and keep every contact organized.
- Online intake questionnaires that create contacts and matters
- Central contact records for clients, courts, and opposing counsel
- Conflict-aware contact relationships
- Fewer manual steps from first call to signed engagement
Engagement and Onboarding
Pair intake with e-signatures and repeatable onboarding steps.
- Prepare documents for signature with guided field placement
- Track sent, waiting, and completed signature requests
- Signed documents file automatically to the right matter
- Pair signatures with intake and onboarding workflows
Core Lexes is coming soon. The capabilities described here reflect the platform being built for launch and may change before release.