Case Management

Manage all case aspects including intakes, custom forms, notes, documents, events, financials, reductions, costs, contacts, and budgets in one place. Assign privileges for accessing case details for each user. The Dashboard feature summarizes key metrics. Perform advanced searches across and within cases.

LEXA Features


	Manage all case aspects including intakes, custom forms, notes, documents, events, financials, reductions, costs, contacts, and budgets in one place. Assign privileges for accessing case details for each user. The Dashboard feature summarizes key metrics. Perform advanced searches across and within cases.

LEXA Features Overview Dashboard Document Management Case Management Google Drive Connection Contacts Management Timeline Management Calendar Management Events Management Category Management User Management Permission Management Tasks Management Expense Billing
	Manage all case aspects including intakes, custom forms, notes, documents, events, financials, reductions, costs, contacts, and budgets in one place. Assign privileges for accessing case details for each user. The Dashboard feature summarizes key metrics. Perform advanced searches across and within cases.