Workflow and email automation
Ensure no client opportunity slips through with efficient solutions.
Let Lexdigo handle intake tasks for you, so you can bring in clients faster with less effort.
Streamline your processes with automations that simplify every step of the client relationship.
As new client inquiries come in, easily apply automations to kick off the intake process—from scheduling appointments and collecting client information using intake forms, to sending emails and more.
See how it works →
See in real time where each incoming client is in your pipeline, which automated tasks are in progress, and what is coming next.
Deliver an excellent client experience from the first contact with quick follow-ups and regular communications.
Start with pre-built templates for automated intake workflows that can be customized to your firm’s unique processes.
