Getting Started with LEXZUR and Client Intake Management

This session aims at providing a general overview of LEXZUR (formerly Lexzur) and the methods to manage Client intake.

Target Audience: All legal Practitioners

Duration: 40 minutes

Agenda of the Session:

1. LEXZUR Interface
2. Setting up your account
3. Manage users
4. Account group permissions
5. Support Channels
6. Adding/Updating Contacts Info
7. Documents Management and Automation
8. Manage Communication with Contacts
9. Manage Contacts’ setting
10. Reports and Dashboards