{"id":12891,"date":"2024-10-30T15:50:57","date_gmt":"2024-10-30T15:50:57","guid":{"rendered":"https:\/\/lexdigo.com\/advisory-firms\/"},"modified":"2026-04-16T07:46:07","modified_gmt":"2026-04-16T07:46:07","slug":"advisory-firms","status":"publish","type":"page","link":"https:\/\/lexdigo.com\/en\/advisory-firms\/","title":{"rendered":"Advisory Firms"},"content":{"rendered":"\t\t
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Advisory Firms: The Digital Solution to Manage Your Firm with the LexDigo Advisor Portal.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Comprehensive Solution for Advisory Firms<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tGet started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Optimize Your Advisory Firm Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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At LexDigo, we understand the needs of modern advisory firms and offer a comprehensive solution to simplify and automate the management of your firm.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Automate and secure document management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Smooth and efficient communication with your clients<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Automated Document Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Upload and organize payslips, forms, and other client documents with unlimited storage. Our technology automatically assigns each document to the corresponding client, ensuring secure, certified delivery. <\/p>

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Integrated E-Invoicing<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tHelp your clients adapt to current legislation with our e-invoicing tool. Automatically receive issued invoices, centralizing their management and \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Efficient Accounting Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Centralize and control all your clients\u2019 invoices from one place. Automatically scan invoices in seconds and export the information in a customized way, compatible with all accounting software. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tShall we schedule a demo?<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Centralize accounting and customize your portal<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Corporate Branding Customization<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Configure the portal with your brand image by adding logos, colors, and custom designs. In addition, customize the email texts your clients receive to maintain communication consistent with your corporate identity. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Secure Internal Messaging<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Use the ticketing and communications system to notify your clients effectively, keeping a record of all interactions and ensuring smooth, secure communication.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Integrated CRM and ERP<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Create your own CRM to access up-to-date client data in real time. Your clients will also have an ERP to manage their employee information, making it easier to handle onboarding, offboarding, and vacation tracking. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Advisory Firms: The Digital Solution to Manage Your Firm with the LexDigo Advisor Portal. The Comprehensive Solution for Advisory Firms Get started … <\/p>\n

Read MoreAdvisory Firms<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"wf_page_folders":[129],"class_list":["post-12891","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nAdvisory Firms - Lexdigo<\/title>\n<meta name=\"description\" content=\"At Lexdigo, we offer software for advisory firms, optimizing legal and administrative management with efficient, intuitive solutions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/lexdigo.com\/en\/advisory-firms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisory Firms - Lexdigo\" \/>\n<meta property=\"og:description\" content=\"At Lexdigo, we offer software for advisory firms, optimizing legal and administrative management with efficient, intuitive solutions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/lexdigo.com\/en\/advisory-firms\/\" \/>\n<meta property=\"og:site_name\" content=\"Lexdigo\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Lexdigoweb\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-16T07:46:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Lexdigo-Mail-01-CitaOnline.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"504\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@lexdigoweb\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/lexdigo.com\\\/en\\\/advisory-firms\\\/\",\"url\":\"https:\\\/\\\/lexdigo.com\\\/en\\\/advisory-firms\\\/\",\"name\":\"Advisory Firms - 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