Quick to find
The client list can be filtered by name, OIB (Croatian ID number), phone, town and client type.
Clients
A central record of your client relationships
Lexeya gives you a central record of individuals and companies, along with all the information connected to their matters and their work with the firm.
A fuller picture of every client
One client, one record
Client details are entered once and used in all of that client's matters. When an address or contact changes, the change shows everywhere the client appears.
What your firm gets
The client's matters
From the client record you see their active and closed matters, without a separate search.
Financial overview
Outgoing invoices and the customer ledger are kept in the firm's finance section, using the same client details.
Questions and answers
Frequently asked questions
Does Lexeya distinguish between individuals and companies?
Yes. A client can be an individual or a company, and the client type can also be used as a filter in the list.
Can the same person be a party in several matters?
Yes. A client is a single record linked to as many matters as needed, so the data is not duplicated.
Can the client list be transferred from our old system?
Clients and contacts are among the first data transferred in a migration. The process is described on the Migration page.
Your firm can work more simply
Lexeya brings the everyday work of a legal team into one modern, secure and well-organised workspace.
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