Core Lexes · Coming Soon
Case Management Software and Legal Tools for Law Firms
Core Lexes brings case management, documents, e-signatures, calendars, billing, client intake and AI assistance together in one connected workspace, so the details of every matter stay in one place.
Case Management Software
Keep every matter detail organized, current, and accessible.
- Matter dashboards with parties, courts, deadlines, and status
- Tasks, notes, and activity history in one timeline
- Supports every practice area with configurable details
- Instant search across matters, contacts, and documents
Document Management
Store, organize, and find every file securely by matter.
- Organized matter folders with secure cloud storage
- Fast search and preview of documents
- Generate documents from templates and matter data
- Share documents securely with clients
E-Signatures and Workflows
Send, sign, and track agreements without leaving the platform.
- 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
Smart Workflows
Automate repetitive steps so your team can focus on legal work.
- Repeatable task checklists for common matter types
- Automatic reminders and follow-ups
- Connected steps across intake, documents, and billing
- Consistent processes across your whole firm
Secure Client Portal
Give clients a secure place to share documents and stay informed.
- Secure client access to shared documents
- Fewer status-update calls and emails
- Clients complete forms and signatures online
- Professional, branded client experience
Core Lexes is coming soon. The capabilities described here reflect the platform being built for launch and may change before release.