Law firm clients and CRM: records, leads and the intake pipeline in Lexiel

A client's details are spread across a partner's phone, an Excel sheet and the billing program. A prospect who called in September is nowhere on record and, when they write again, nobody knows whether you already dealt with them.

Without a single record you also cannot answer the question that matters most to a firm: how much has each client been billed and how long since we heard from them.

How Lexiel solves it, step by step

Lexiel has a client and contact directory with a record for each person, so their cases, communications and invoices are one click away.

1. Open Clients. The list is organised by status: All, Leads, Prospects, Clients and Inactive, with a count for each.
2. Search by name, email, phone or tax ID, and sort by most recent, most billed or most cases.
3. Each row shows status, contact details and total billed; from there you open the record with cases, communications, invoices and documents.
4. Use Import and Export CSV to bring in or take out your client book, and Duplicates to clean up repeated records.
5. In the Intake section of the same area you manage the pipeline of potential new clients.

What it does not do

• It is not an automated marketing system: it does not send campaigns.
• The demo clients are fictional; in your account the data is whatever you import or create.

Frequently asked questions

Can I import my current client book?

Yes, the clients screen has an Import button and another to export to CSV.

Can I use the CRM from Claude?

On the team plan, the Lexiel MCP connector lets you work with the CRM from Claude.

Keep reading

• The full market analysis: legal software comparison for Spain 2026.
• legal CRM and client management
• law firm management software

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Described with Lexiel version 2026.11.04 and the demo account, with fictional data.