Nobody caught it until closing. The client had entered it correctly three weeks earlier.
Entered by the client, typed once.
Miscopied by a clerk. Caught at closing.
19 days of silence.
Nobody noticed until the document was in front of the client.
Closes the gap between what the client entered and what ends up on the file.
One place for every step your client touches — before the file ever lands on your desk.
Their information and documents, collected in one guided flow.
Integrated with Treefort IDV — right in the flow.
E-sign retainers and consents, stored securely in Canada.
Built to be simple enough for any client — any age, any device, no app required.
Intake info, signed documents, IDV results — pushed in a single click. Lexo AI maps every field to the right place. No exports, no re-typing, nothing dropped.
AI maps every field. No re-typing. Nothing dropped.
Already have a file open? LexoConnect compares it against what your client sent and flags every discrepancy — typos, outdated addresses, transposed digits.
Tell us a bit about your firm and we'll be in touch within two business days.