The Trusted
Front Door to the
Modern Law Firm
Lexo streamlines client intake and onboarding so law firms can open the door to better experiences — from day one.
Trusted by 100+ Canadian law firms
Lexo helps law firms simplify client intake, reduce administrative burden, and deliver exceptional experiences that build trust from the very first interaction.
Enterprise-grade security with built-in compliance at every step.
Automate repetitive tasks and eliminate manual data entry.
Intuitive, guided intake that clients genuinely appreciate.
Track progress, spot bottlenecks, and make data-driven decisions.
Connect with the tools your firm already uses every day.
Flexible solutions that grow with your firm — without the complexity.
Every client relationship starts somewhere. Lexo is the trusted front door.
Lexo helps law firms reduce administrative work, create exceptional first impressions, and deliver a secure onboarding experience from the very first interaction.
Tailored to your firm's workflows at no additional cost. You get exactly what you need to deliver the best client experience.
Deliver a professional, guided onboarding experience that builds confidence before the first meeting.
Built-in identity verification, secure document collection, consent forms, and regulatory compliance in every workflow.
Automate repetitive admin work and eliminate manual follow-up so your team can focus on what matters most.
Give clients a seamless, intuitive experience that reflects the quality and care your firm is known for.
A flexible platform that scales with your firm — without adding complexity or administrative headaches.
From intake and document signing to identity verification and file tracking, every step is designed to reduce administrative work while creating a confident, professional experience for your clients.
One seamless experience for your team. A trusted experience for your clients.
Custom intake forms branded to your firm, delivered straight to the client's inbox — built to handle any level of complexity, in any practice area.
Retainer agreements, consent forms, and other documents are signed as part of the intake — not as a separate step, and not with a second DocuSign account.
Title Insurance Consent Form
Please review and sign below.
I hereby consent to the arrangement of title insurance for this above-noted transaction and authorize the law firm to…
Take a selfie to verify your identity.
Center your face in the circle
Through our partnership with Treefort, identity verification is built right into the intake flow — one session for the form, the signatures, and the ID.
| Client | Type | Status |
|---|---|---|
| Marcus Johnson | Sale | ● Complete |
| Amara Okafor | Purchase | ● Pending ID |
| Sarah Mitchell | Refinance | ● Complete |
| Elena Reyes | Purchase | ● Sent |
Lexo tracks the status of every intake — who's completed, who's pending, and what's outstanding — and follows up automatically so nobody has to chase.
Lexo adapts to how your firm already operates — configured around your workflows, your practice areas, and your clients.
By building intuitive conditions within our platform, we modify your workflows to suit:
Our team works alongside yours to configure Lexo around your workflows, ensuring a smooth implementation from day one. Now available in both English and French.
From intake forms and conditional questions to automated reminders and document requests, every workflow is configured for your firm.
No upgrade packages. No hidden customization fees. Just a platform built around your firm.
Questions don't stop after launch—and neither do we. Our team is here whenever you need us.