How It Works

From intake to resolution, in three calm steps

LexFlow removes the back-and-forth between firm and client. No client login, no installs. Just a secure link and a clear timeline.

Meeting room The Client Journey

Three steps, zero friction

1

Client submits

The client fills out a short intake form from any device — phone, tablet, or desktop. No account, no download.

2

Lawyer reviews & acts

The matter lands directly in the firm's role-based dashboard. The assigned lawyer or paralegal reviews, adds internal notes, and updates status.

3

Client tracks live

The client opens their unique, token-secured link at any time to see real-time status — no phone calls needed to ask "where are we?"

One workspace, tailored per seat

Each team member sees exactly what they need, and nothing more.

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Senior Partner

Full firm oversight, billing, and reporting.

Associate

Assigned matters, document drafting, deadlines.

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Paralegal

Intake triage, filing, and client status updates.

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Intern

Read-only research access and supervised tasks.

A typical matter, end to end

Intake received

Client submits case details via a short, mobile-friendly form.

Auto-triage & assignment

LexFlow routes the matter to the right practice area and available team member.

Internal review

Lawyer adds private notes, documents, and next steps — never visible to the client.

Status shared

Client-facing status updates instantly on their personal tracking link.

Resolution & archive

Matter closes, documents archive automatically, satisfaction feedback requested.

See LexFlow in your firm

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Request a Demo

More questions, or need more detail? Write to us.

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