Proof looks better than
promises.

Kelly A. Driscoll Prof. Corp.

Oromocto, New Brunswick

I have been practicing in family law, real estate, and estate planning since 2009. Since that time, I have always found the client intake process to be painstakingly slow and cumbersome, with ever-growing requirements imposed by regulators and banks, while potential clients grow annoyed about all of the questions that we ask over the phone when all they wanted was a quick chat to get the ball rolling to hire us. Generation X, Millennials, and Generation Z clients, in particular, seem to prefer an electronic solution and do not enjoy chatting with us on the telephone. They have long asked us for an electronic solution!

For real estate files, my staff and I estimate that Lexo saves us approximately 20-30 minutes in the file opening process, for every single file, freeing our time to ensure the proper documentation and stringent file opening procedures are put in place so our files are well prepared to survive a practice review audit.

For family law files, Lexo shortens the time I would ordinarily spend gathering basic information about a client and their affairs in a consultation by approximately 30 minutes, freeing me up to focus on legal advice rather than information gathering and offering my clients more value for money.

For estate planning files, when the client fills out the comprehensive intake detailing their assets and debts, Lexo has saved me so much time that I would ordinarily spend in information gathering that I am actually refraining from increasing my prices for an estate consultation in line with inflation this year because I have the freedom to see additional clients or do billable hour work on other types of files.

Lexo has recently introduced the ability to identify clients through Treefort Technology for all client leads, which helps me stay compliant with our Law Society's know-your-client obligations and provides me with greater confidence by reducing the risk that my firm will be a victim of fraud.

The team at Lexo makes the onboarding process easy and provides amazing ongoing tech support to customize the product to our needs. They don't expect me to be a coding expert or a software developer and focus on allowing me to do what I know — practicing law!

GVE Law

Orleans, Ontario

As a law clerk who manages intake daily, Lexo has completely transformed my workflow. The platform is incredibly user-friendly, and the forms are designed in a way that makes sense for both our team and our clients.

The support team has been fantastic — responsive, knowledgeable, and genuinely invested in making sure the system works perfectly for our firm. Lexo has saved me countless hours every week.

Berloni Law

Sudbury, Ontario

We started using Lexo a few months ago and have been extremely impressed with the results. The platform is intuitive, the forms are clean and professional, and our clients find the process easy to complete.

The automated reminders have drastically reduced the time we spend following up with clients. Everything is organized and delivered to us promptly. We look forward to continuing our partnership with Lexo.

Scotia Law

Dartmouth, Nova Scotia

Implementing Lexo into our practice has been one of the best decisions we've made. The software handles the entire client intake process — from initial forms to document signing and identity verification — in one seamless flow.

The team at Lexo went above and beyond during setup. They configured everything to match our existing workflows and made the transition completely painless. I would highly recommend Lexo to any law firm looking to modernize their intake process.

Kadish Law

Toronto, Ontario

Since switching to Lexo, the efficiency of our real estate intake process has improved dramatically. What stood out to me was the level of customization Lexo offers. Every form, every workflow was tailored specifically to how our firm operates.

Our clerks save hours every week, and our clients consistently comment on how easy the process is. The automated follow-ups alone have been a game-changer — we no longer have to chase clients for missing documents or signatures.

Habib & Associates

Ottawa, Ontario

Before using Lexo software, managing my real estate transactions and client interactions was a challenge. Since implementing the Lexo software it has completely changed the way I handle my real estate business, from providing quotes and intaking client information. From automated client follow-ups to easy document management, everything is now at my fingertips.

My workflow has become more streamlined, and I've saved hours every week. The user-friendly interface and customized template features have truly transformed how I do business. I highly recommend Lexo to any real estate or corporate professional looking to boost productivity!

I was hesitant to switch to a new software, but Lexo made it seamless! The onboarding process was smooth, and their customer support is top-notch. The platform is intuitive and easy to use, even for someone not very tech-savvy. I highly recommend it to any real estate & corporate professional!