Features

Unique LexFile™ module enables easy identification and attaching to a matter of documents, scans, PDFs, photos, and spreadsheets.

Exclusive LexDraft™ - hands-down the finest document generator for New York personal injury litigators - LexPI produces time-tested, proven documents that automatically conform to your case's fact pattern. 

Ramp up your productivity - imagine being able to generate multiple HIPAA-compliant Health Authorizations from multiple providers for multiple opposing attorneys - in seconds!

Hundreds of up-to-date, court-tested pleadings, forms, and form letters - use ours, modify ours, or create your own.

Clips - Documents, scans, photos, spreadsheets, videos, anything

Even if a case has many documents, you can easily find what you are looking for. The folders in LexPI can be customized to mimic the organization of your paper files. Viewing a document, emailing it, printing it, sending it to the cloud - all a click away.

LexPI makes it easy to assess any aspect of a case -  deadlines, correspondence, photographs, police report, notes, doctors reports, pleadings, insurance policies, vehicles, damages, liens - everything!

Exclusive MatterBar™ - visible on every screen - lets you drill down to any facet of the case with one click

Using this bar, any facet of the case can be explored with one click. (Even without clicking, putting the pointer on the client's icon, for example, pops up contact information)

Diary - view all appointments, tasks, requests, followups, deadlines, both done and unfinished

Matter Members - everyone involved in a case, and their relationship to the case, and all pertinent information about them

Disbursements

Track and total/filter disbursements in a case easily.

Notes

Liens, Stages, Damages, emails, Settlement Worksheets, Vehicles, Insurance Policies, Time Records and more

Exclusive Matter-at-a Glance - available from any screen with one click

General        

• Follows up on staff assignments and flags uncompleted tasks
• Monitoring of staff productivity with several different criteria, for example, their calendar/task workload, both done and uncompleted

• Current Stage screen alerts you to cases that are not moving, and contains tools to prevent cases from being neglected - Stage Analysis  shows which cases have been in their current stage too long

• Inactive screen shows which cases have had no activity

• "Front Desk" feature allows instant identification of callers and visitors and identifies their connection to any case(s) to which they are related
  

• Exclusive LexCloud feature allows you to put a case into the  "Cloud" - all the information you've entered into LexPI for your case presented in a summary report, along with ALL your notes on the case and ALL the documents you've drafted or scanned in, the photographs, everything - available on your phone, tablet, home computer - anywhere you have an internet connection
  

• Tools to bulk reassign undone tasks and diary items from a departing staff member to an incoming staff member

Financial

• Unique Negotiation Module - provides one screen - access to all needed information when talking with adjusters or opposing attorneys
  

• Settlement screen calculates all needed numbers, taking into account disbursements, liens, retainer agreement specifics, referral fees - submit it with your closing statement to OCA, adjusts calculation based on gross recovery or net recovery , as appropriate
  

• Sophisticated tools for settlement day with Insurance Companies
  
• Disbursement and settlement tracking
• Alerts for Medicare Liens, Release letters

Marketing

• Tools for mass emailings and mass mailings, whether you print/send them yourself, or generate files to send to a service bureau to process for you.
• Generate a monthly list of clients' birthdays for mailings/phone calls.
• Powerful Referral module for tracking the sources of your cases

Security

• Password protection levels for varying levels of access
  
• Flexible options can give extra rights to trusted users, such as closing/rejecting a case, changing critical dates, Statutes of Limitation, closing/rejecting cases, etc., while at the same time also letting you put appropriate restrictions on selected staff (financial, eLaw, email, etc.)