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LEXIA Creatio

Effectively manage the law firm of any size
Software solution
Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    Management of the law projects

    Keep record of all stakeholders on a project and all project documents. Manage the calendar deadlines and the quality of project results.

    Calculate the efficiency of each case and the company as a whole. Plan and monitor the lawyers’ activities and the activities of working groups. Analyze the results of completed projects.

    Time management

    Plan and monitor the productivity of each lawyer. Manage the law firm’s calendar and a list of tasks in accordance with their priority.

    Keep a calendar of hearings and plan the work hours of lawyers. Analyze the workload of all employees and lawyers’ efficiency.

    Document flow management

    Keep a record of all documents from your clients, projects and lawyers in a single database. Use the automated document approval process. Save the history of approvals and chronology of activities for each document and use a convenient document search feature.

    Financial management

    Manage the cash flows. Create invoices using LEXIA standard pre-set templates based on the information already available in the system: projects and clients. The system will generate a print ready invoice and remind an owner when the payment date approaches, which allows better control over the payments.

    Analyze the cash inflows by the partners, projects and lawyers, and evaluate their efficiency and profitability. LEXIA will tell you the best ways to improve the financial management of the company.

    Analyze the work of law firm in respect of different dimensions

    Analyze the work of the law firm in all aspects of legal practice. Monitor the profitability and efficiency. Use the acquired knowledge to improve the performance of your law firm.

    With a built-in analytics module, you get the information about the company’s efficiency in the online mode and can implement the corrective actions.

    Collaboration tools

    Communicate with the clients and colleagues directly from the system without interrupting your daily tasks. Make calls, manage email, and approve documents using the Communication panel. Make and receive calls from your clients directly in the system. Integration with the IP telephony systems allows the right to consider a telephone consultation in the framework of a subscription service or project, and leverage call recording capabilities to control the quality of lawyers’ work.

    Knowledge Management

    Segment articles in an extensive knowledge base to quickly find the most frequently used documents and assets. Add tags (key-words) and cross-link the articles to make it even easier to find the record you need in the knowledge base. Consider the experience of the company for each project and store articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials.

    Account and contact management

    Create a single account and contact database of your company. LEXIA keeps record of contact data, including addresses, with the ability to see them on a map, careers and social media profiles, and tracks connections between accounts and the relationships in company structures and the entire history of interactions.

    Find customers and companies on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse. Segment contacts and accounts to improve communication and build stronger relationships based on the complete history of your interactions.

    Synchronization and integration

    Synchronize emails, calendars and contacts with your Google account. Two-way integration eliminates the need to switch between applications to send email or manage your calendar.

    Synchronize LEXIA with your 1C system to ensure the integration of financial service employees. Synchronize email, contacts, tasks and calendar with MS Exchange, as well as import data to the LEXIA system from MS Excel.

    Support conditions

    Support is provided by a developer within the “Business” and “Premium” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    LEXIA Creatio cloud
    $ 840
    user / year
    LEXIA Creatio on-site subscription
    $ 700
    user / year

    The minimum annual purchase volume per customer is at least $5,000 spent for Creatio software and services.

    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Sales (enterprise)
    .Net Framework

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