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Integration

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Who It's For

Platform

NEW

Agentic AI

Integration

Resources

Pricing

Sign In
Schedule a Demo

Who It's For

Platform

NEW

Agentic AI

Integration

Resources

Pricing

Sign In
Schedule a Demo

04 Integration

We integrate the CRMs
top law firms use.

An integration
isn’t one thing.

Every firm says it's integrated, and what that means changes from one partner to the next. Lexamica connects your CRM workflow by workflow.

The Problem

Referral data is

Referral data is
lost in translation.

Referral data is

lost in translation.

You’re one law firm. Your partners run dozens of different systems. Connecting to each of them yourself is a project nobody finishes.

You’re one law firm. Your partners run dozens of different systems. Connecting to each of them yourself is a project nobody finishes.

Typing the same thing twice

Typing the same thing twice

Staff enter the same case details in your CRM and again in the partner’s system, and every retype is a chance for a mistake.

Data that gets lost

Data that gets lost

Documents, notes and updates fall between systems, and nobody notices until a client calls.

Fields and statuses that don’t match

Fields and statuses that don’t match

Every firm names and structures its data differently, so required details go missing and a case’s status means something different in each system.

Old cases left behind

Old cases left behind

Cases that started before a connection existed stay out of sync, so updates on them never reach your records.

More training, less consistency

More training, less consistency

Every extra system is one more process operators have to learn and keep in line.

Where you are today

Workflows deliver what you need, where you need it.

Workflows deliver
what you need,
where you need it.

Workflows deliver what you need, where you need it.

You want your CRM and Lexamica to talk to each other. That’s the right place to start. Here’s what that conversation actually contains.

You want your CRM and Lexamica to talk to each other. That’s the right place to start. Here’s what that conversation actually contains.

  • Lead Docket
  • Filevine
  • Litify
  • SmartAdvocate
  • Salesforce
  • Neos
  • CasePeer
  • Clio
  • Law Ruler
  • HubSpot
  • Lawmatics
  • NuLaw

Workflows

What an integration
really is.

What an integration
really is.

What an integration
really is.

Each workflow does one job: it moves one thing between your CRM and Lexamica at one moment in the life of a case. Stack the ones you need and you get an integration that fits.

Each workflow does one job: it moves one thing between your CRM and Lexamica at one moment in the life of a case. Stack the ones you need and you get an integration that fits.

Relay

Relay

Send the case

Send the case

Refer a lead from inside your CRM without retyping it.

Send the files

Intake forms, photos and police reports travel with the referral.

Route on your own data †

Your CRM fields decide which partner gets the case.

Live transfer

Hand the client to the handling firm while they’re still on the phone.

Pulse

Pulse

Get updates back

Status sync

Every stage the handling firm moves the case through, updated in your CRM.

Notes sync

The handling firm’s notes land on the case as a running log.

Files back

The signed retainer returns to the case file as proof.

Custom data †

Estimated settlement value or case phase, filled into your own fields.

Existing cases

Cases already in Lexamica get linked to your CRM.

Tally

Close the loop

Closeout status

Won, settled, lost or turned down, reflected in your CRM.

Settlement data

Total recovery, net recovery and referral fee, written onto the case.

Mapped to your fields †

The same numbers in dedicated fields, so you can report and reconcile.

Tally

Close the loop

Closeout status

Won, settled, lost or turned down, reflected in your CRM.

Settlement data

Total recovery, net recovery and referral fee, written onto the case.

Mapped to your fields †

The same numbers in dedicated fields, so you can report and reconcile.

† Enterprise plans. Where a workflow writes into your own fields, availability depends on what your CRM allows.

FIt

Build fast with
the right workflows.

Build fast with
the right workflows.

Build fast with
the right workflows.

Start simple

The basics, done well

The basics, done well

Send cases out, get updates and the final outcome back. This covers most firms.

Start simple

The basics, done well

Send cases out, get updates and the final outcome back. This covers most firms.

Go deeper

Your data drives it

Your data drives it

Route cases on your own CRM fields, and get settlement numbers into the fields you report from.

Go deeper

Your data drives it

Route cases on your own CRM fields, and get settlement numbers into the fields you report from.

Get specific

Get specific

Built around how you work

Built around how you work

Built around how you work

Our menu of workflows maps to the way your firm already works.

Our menu of workflows maps to the way your firm already works.

Proof

Handled for you, at scale.

Handled for you, at scale.

The headaches on one side, the numbers on the other. This is what the platform delivers when it handles the workflows for you.

450K+
referrals a year, up 3.7x year over year
450K+referrals a year, up 3.7x year over year
1,200+referrals to handling firms every day, across 940 handling firms
Nearly halfof all referrals are acted on by a firm within an hour
139of the largest firms in the US run their private referral network on Lexamica

Why it matters

Every workflow points
at the same thing: transparency.

Every workflow points
at the same thing: transparency.

Every workflow points
at the same thing: transparency.

The goal was never a connection. It's knowing what happened to your case without having to ask anyone.

The goal was never a connection. It's knowing what happened to your case without having to ask anyone.

For the people running referrals

One system to work in
One system to work in
One system to work in

No double entry.

No double entry.

Refer from your CRM and never retype a lead.

Updates find you.

Updates find you.

Status, notes and signed documents land where you already work.

Nothing to reconstruct.

Nothing to reconstruct.

The outcome and the fee are on the case when it closes.

For the firm owner

A record you can stand behind
A record you can stand behind
A record you can stand behind

Every update, on every case.

Every update, on every case.

You referred it, so you can see what happened to it.

Fees that reconcile.

Fees that reconcile.

Reported by the handling firm and matched to the terms on file.

No surprises about coverage.

No surprises about coverage.

You know exactly which workflows you have and what each one does.

How it’s set up

You don’t have to think about it. Our team takes care of it.

You don’t have to think about it. Our team takes care of it.

You don’t have to think about it. Our team takes care of it.

You tell us how you work. We handle the rest.

You tell us how you work. We handle the rest.

1

Tell us your CRM

Tell us your CRM

Share the system you run and how your intake team refers cases today.

2

Choose your workflows

Choose your workflows

We walk through the list with you and pick the ones that fit. No more, no less.

3

We build and test it

We build and test it

Our integration team sets it up and tests it with you before a single live case moves.

4

You’re live

You’re live

Cases flow from your CRM and updates flow back. We stay on it if anything changes.

Next Steps

Find out which workflows
your firm needs.

The industry needs infrastructure.
This is it.

Find out which workflows
your firm needs.

Talk to our team. Tell us which systems you use, and we’ll show you how Lexamica fits the way you work.

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© 2026 Lexamica. All rights reserved

SOC 2 Type II

Compliant

business@lexamica.com

Privacy Policy

Terms & Conditions

© 2026 Lexamica. All rights reserved