Lexop

Lexop helps law firms reduce overhead and increase profits by automating how they serve, share, and collect legal documents.

  • Serve documents instantly, at a fraction of the cost of a process server.
  • Share large files securely to multiple recipients at once , without worrying about size restrictions.
  • Collect documents without forcing your clients to go through complex portals and data rooms.
  • Get anyone’s consent using our click-to-sign feature. It’s as valid as a traditional ink signature, but infinitely faster and more reliable.

Lexop automates how law firms serve, share, and collect legal documents. Moreover, through Lexop, users can send, track and prove the delivery of important documents, to 1 or a 1000 email addresses, in a matter of seconds. Think of us as a digital process server, faster, and at a fraction of the cost. The Lexop platform also allows all communications to be tracked (who received, opened and downloaded from), in real-time. Our partnership with Clio will allow members to serve, share, and collect legal documents by fetching both documents and matter information directly from their Clio portal, without the need to spend anytime creating a Lexop account (since we will offer Clio authentication options).

To sign up, simply visit https://app.lexop.com/en/signup, select “Connect with CLIO” to automatically create an account. You’ll get a 2-week free trial during which you’ll be able to send as many documents as you wish. If you already have an account with Lexop, simply go to your settings page and select “Link CLIO account”.

Content

Creating a Lexop Account or Linking to an Existing Lexop Account
Getting Recipients and Documents from Clio
Contacting Lexop Support

Creating a Lexop Account with Clio or Linking to an Existing Lexop Account

In order to sign up for a new Lexop account using your CLIO access (no need to enter information twice), simply visit https://app.lexop.com/en/signup, and select “Sign in with CLIO”.

If alternately you are already a member of Lexop, you can link your existing CLIO account by going to your account page (“My Account”), and selecting “Link CLIO account".

 

Getting Recipients and Documents from Clio

Once your account is linked, you’ll be able to fetch contacts and documents from CLIO.

For example, let’s say you wish to send a summons (that is in your CLIO repo) to opposing counsel in People V March.

You can create a new “Certified Email” by clicking on the option on your dashboard or selecting from the “New Activity” dropdown.

  1. You can then start entering opposing counsel’s email or name in the recipient bar
  2. As you type, you will be shown suggestions that either come from your Lexop recipient store or your CLIO contact list
  3. Once your recipients have been added and you’ve clicked “Next Step”, you’ll be taken to the “Compose” section, where you can enter a subject, message and attach documents.
  4. In the document drop box (bottom), you’ll see the option to fetch from CLIO
  5. Selecting that option will allow you to add files from your CLIO repo
  6. Click Next to enter additional case and file information (internal reference number is used by Lexop for billing purposes, and can be used by you to attach a notification to a case number on your end
  7. The final step allows you to review what your recipient(s) will receive before issuing the “Send” command.

Contacting Lexop Support

For additional information on how Lexop can help you, please visit https://www.lexop.com. If you have any questions, you can visit https://support.lexop.com/, use the chat widget at the located at the bottom-right of all our pages, as well as contact us directly at support@lexop.com.

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