Automate your quote & intake process to win more deals
Lexo’s instant quoting and digital intake tools help you respond immediately to quotes and streamline time-consuming intake process.
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Built in collaboration with Ontario Real Estate Law firms
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Lexo solves client management problems for Real Estate lawyers
Problem #1:
Missed Deals
Missed Deals
Law firms are busy, and miss out on potential deals by not following up
Problem #2:
Pricing
Pricing
Lawyers price simple to save time (even if a deal may be unproftable)
Problem #3:
Manual Tasks
Manual Tasks
Onboarding a client is filled with manual tasks for Lawyers and Clerks
Quoting & Intake system designed for Real Estate Lawyers can get you:
9% more deals*
won monthly through higher conversion rates compared to a manual quote and intake process.
5% more profitable*
from more precise customer experience and immediate quote responses.
3 hr saved per deal
due to an entirely automated quote and intake system.
*Metrics assume real estate lawyer runs 100% of deals through Lexo's Quote & Intake tool.
Meet Lexo:
Your business development co-pilot
Setup automated quoting & intake in just a few clicks.
Use your firm's branding, pricing structure, and intake questions
Create variations for different types of deals and clients
Respond instantly to quote requests
Put your quote request form anywhere your customers are
If you're more hands on, fill out the quote form yourself and walk the client through the quote they receive through email
Identify stalled deals early
Track all active clients, from quote request to intake completion
The deal resumes when the intake form is complete
Use insights to increase your win rate
View a simple dashboard to understand where pricing or process may need adjustment, to win more deals and save more time
Testimonials
"What used to take hours of manual work and follow-up with clients is now done in minutes! I can't imagine running my business without [Lexo]."
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Mark Habib
Lawyer, Habib Law
"I happily recommend Jake and James at Lexo to anyone who wants to create intake forms and is looking for a competent and responsive team."
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Lauren Evans
Law Clerk, GVE Lawyers
"I noticed that my closing percentage has increased using Lexo and the client satisfaction is terrific."
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Joel Kadish
Lawyer, Kadish Law
You only pay us when you get a new client
One Pricing Model
$25
per transaction*
Start Plan*Transaction is considered complete once client accepts that quote and moves to client intake.
Unlimited users
Unlimited templates
Unlimited quotes
Quote/Intake form builder
Integrations for ID Verification
Why Lexo
Quote & intake tool built for real estate lawyers
The only client onboarding software for Real Estate Lawyers
Easy transfer to conveyancer
One-click data copying from the intake form to your conveyancer
Built by Real Estate Lawyers
Our default settings dictated by thousands of transactions
Get Started for free
Try Lexo for 14 days for free. With transaction pricing you only pay when you win a deal
