Organize and optimize your clients’ information to deliver exceptional service and maintain smooth communication.
Contact management in Lexdigo allows you to keep all information about your clients and collaborators organized and accessible, optimizing communication and follow-up.
Every detail matters when building strong relationships.
Get a quick overview of your clients and contacts. View the cases, documents, transactions, and invoices associated with each client, keeping information organized so you do not miss any details or follow-ups.
Track a client’s interaction history with your firm, including emails, calls, and meetings. Log emails in the communication history from Outlook and Gmail, and add notes directly to the client profile.
Quickly search your entire client and contact database to identify potential conflicts of interest.
Record the information required for your firm’s processes in custom data fields. The more you know about your contacts, the better you can meet and exceed their expectations.
Turn every client into a referral, a positive review, and more business for your firm.
Attach a profile photo to each client to quickly associate a name with a face. Add preferences and custom billing rates, contact attributes, and more.
Share documents, tasks, and invoices with clients through our secure portal. Provide access to case updates and increase efficiency by keeping everyone informed.
