Product Definitions
This document outlines the features included in Lexamica’s product tiers.
Professional Tier
Lexamica is a legal referral platform built for real-world law firm challenges—the missed updates, the fuzzy handoffs, the endless spreadsheets. We help firms send, receive, and track high-stakes cases with confidence and clarity.
Relay
Intelligent lead matching and distribution system
Automated Matching Engine
Finds firms in the correct jurisdiction and practice area for your lead
Direct Send
Sends a lead directly to a selected law firm for review
Multi-Look Capability
Automatically sends a lead to up to three firms sequentially
Smart Stop
Ends multi-look if a lead is disqualified
Round Robin Capability
Auto-distributes leads among identified referral partners
Lexamica Network
Instant access to a nationwide network of law firms with standardized fee-sharing agreements
Private Network
Customized network giving priority to firms you identify (up to 10 private network partners onboarding included)
Documentation
Handling firms required to upload retainer agreements and withdrawal letters
Pulse
Complete case lifecycle management and updates
Case Lifecycle Updates
Updates on referred cases from handling firms on a 90-day cycle, with full Customer Success support to maintain compliance rates
Examples of updates: changes in evaluation stage, changes in matter stage, opening date, decline reason, closeout date, closeout reason
Custom Mapping
Mapping of your internal lead/case stage designations to standard Lexamica stages
Notes
Free text capabilities for handling and referring firms to exchange whatever information they need about a case
Tally
Payment processing and performance analytics
Payment Tracking
Send, receive, and track payments through the platform
Settlement Verification
Handling firms required to upload documentation for case resolution, including withdrawal notices, settlement paperwork, and/or judgments
Pro Analytics
Dashboard showing referral trends, conversion funnel, firm performance, geography, and decline reasons
Professional tier pricing
Includes up to 20 retained leads per month
Additional retained leads subject to per-case pricing
Enterprise Add-Ons
Advanced features are specialized services for firms with high volume or unique requirements. Scale your referral practice with enterprise-grade tools.
Private Network+
Additional private network firms beyond first 10 included in Professional plan
Enterprise Network Recruiting
Specialized service from our Success team recruiting firms to:
Fill gaps in your private network
Meet customized ethics requirements
Facilitate unique deals
Provide coverage for specific practice areas
Advanced Relay Matching Engine
County-level Geographical Matching — Auto-match leads to firms in the same county as the claim
Custom Data Fields — Added fields to track non-standard data such as language spoken, injury type, campaign source, and case value
Advanced Rules Engine — More powerful, highly personalized matching rules to identify the best firm to receive a lead
Enterprise Pulse
Milestone Tracking — Examples: SOL, treatment dates, MRI date, demand date, lawsuit filed
Custom Compliance Data — Define the data handling firms must provide to keep you up to date, custom fields beyond fields offered in Pro
Examples of custom data: lawsuit filed date, projected close/settlement date, estimated value, statute of limitations deadline, policy limits
Enterprise Tally
Enterprise Intelligence — Pro Analytics, plus extended dashboards showing case level specifics, additional filtering, firm performance comparisons, and drill-down case views
Custom Analytics — Customized data analysis based on your parameters and priorities
Lexamica AI
AI Extractor — AI tool that extracts geographical, language, or custom data from lead text
Forward Deployed Engineer (FDE)
Lexamica provides individual to work within your system and optimize for referrals