Your whole firm.
Working as one.
Attorneys, paralegals, intake staff, and case managers — everyone in Lextiff sees exactly what they need to see. No chasing updates. No duplicate work. No dropped balls. No "I thought someone else was handling it."
Firm activity — Smith & Associates
● LiveSent counter-demand of $185,000 to Metro Insurance adjuster
Uploaded ER medical records — 8 files from Miami General
SOL alert sent — Johnson v. Metro — 47 days remaining
Moved case to Settlement stage — agreement reached
Client signed retainer agreement via portal
Completed task: Verify Medicare lien amount — $8,000 confirmed
Added note: Adjuster hinted they can go to $150k with more documentation
What this really is
This isn't about collaboration.
It's about eliminating chaos.
Collaboration is a feature. What your firm actually needs is a system where nothing is forgotten, nothing is assumed, and nothing is lost — regardless of who's in the office.
Nobody forgot.
Cases don't get delayed because someone assumed another person was handling the follow-up. Every task is assigned. Every reminder is sent. Everything is visible.
Nobody guessed.
Everyone sees exactly what's happening on every case and who's responsible for what. No assumptions. No confusion. No conflicting information.
Nobody worked twice.
No duplicate tasks. No conflicting notes. No two attorneys working off different versions of the same document. One case. One truth.
Every team member sees what they need. Nothing more.
Too much information creates confusion. Too little creates blind spots. Lextiff gives each role exactly the right view — attorneys see everything, paralegals see their assigned cases, intake staff see new leads.
Attorney
Full firm access — all cases, all documents, all team activity, settlement details, and financial information.
Paralegal
Assigned cases only — full case view including documents, tasks, notes, and deadlines for their matters.
Intake staff
Intake pipeline only — new leads, qualification status, and document requests. No case financials.
Case manager
Assigned portfolio — case status, team tasks, deadlines, and documents across their managed cases.
Without role-based access:
❌ Intake staff sees confidential settlement amounts
❌ Paralegals access cases they're not assigned to
❌ New staff overwhelmed by irrelevant information
❌ Security exposure on sensitive client data
Attorney view — Sarah M.
Full firm access
Cases
62 active
Open demands
$2.4M pipeline
SOL alerts
8 critical
Team tasks
107 open
Paralegal view — Tom K.
Assigned cases only
My cases
17 assigned
My tasks
12 open — 2 overdue
Docs needed
4 pending
Deadlines
3 this week
Intake staff view — Lisa P.
Intake pipeline only
New leads
6 this week
Pending review
3 awaiting
Docs requested
2 outstanding
Converted
4 this month
The old way vs Lextiff
No more chasing updates.
Every managing partner knows this feeling. You spend half your day asking people what's happening instead of working on cases.
❌ Without Lextiff
"Did anybody call the client this week?"
"Who uploaded the medical records? Where are they?"
"Where's the demand letter? Has it been sent?"
"Has Sarah reviewed this? I can't find her notes."
"Did John finish the lien verification? I have no idea."
"Can you send me the latest version of that document?"
"I thought you were handling the follow-up with the adjuster."
"Nobody told me that was due today."
✓ With Lextiff
Case activity — Johnson v. Metro
Called client — updated on case status and next steps
Uploaded medical records — 8 files. All records received.
Sent demand letter to adjuster Webb — $185,000
Added note: Met with David — reviewed case strategy
Completed task: Medicare lien verified — $8,000
✓ Everything visible. No one asked. No one chased. No one guessed.
Case knowledge lives inside the case. Not someone's inbox.
When an attorney leaves notes in their email drafts, on a legal pad, or in a personal document — that knowledge disappears when they're out sick, on vacation, or when they leave the firm. Lextiff keeps case knowledge inside the case — permanently.
- ✓ Notes attached directly to the case
- ✓ Visible to all assigned team members
- ✓ Timestamped — who wrote it and when
- ✓ Never deleted — permanent case record
- ✓ Searchable across all cases
- ✓ Separate from client-visible messages
- ✓ Rich text — supports formatting
- ✓ Carries over when case stage changes
💡 When a team member is out, anyone on the case can pick up exactly where they left off.
Internal notes — Johnson v. Metro Insurance
Case notes
+ Add noteSarah M. — Attorney
Jan 18 · 2:14 PM
Spoke with adjuster Webb at Metro Insurance. He's currently at $92,000 but hinted they have flexibility if we can show stronger medical documentation. He mentioned their internal reserve is set higher. Key: get the ambulance report and full ER records before we counter.
Tom K. — Paralegal
Jan 18 · 3:45 PM
Called Miami General records dept. Full packet ready for pickup. Also confirmed ambulance report exists — filed under incident #MG-2024-4821. Sarah requested I get both. Will pick up Thursday morning.
Sarah M. — Attorney
Jan 19 · 9:00 AM
Strategy note: Do NOT respond to Webb's $92k offer until we have the ER records in hand. Once we can show $38,400 in documented medical expenses plus the ambulance report, we counter at $185,000. If they don't move above $120k we file.
David R. — Sr. Partner
Jan 19 · 11:30 AM
Reviewed file. Agree with Sarah's strategy. Also check whether there's surveillance footage from the intersection — I recall a camera there. Worth the request.
Every action leaves a trail.
Lextiff remembers everything.
Nobody remembers every action taken on every case. That's not a character flaw — it's a fact. Lextiff does the remembering for you. Every document uploaded, every task completed, every status changed, every note written — logged permanently with a timestamp and user identity.
- ✓ Every action logged — who, what, when
- ✓ Document uploads and access tracked
- ✓ Task creation and completion history
- ✓ Status changes with reason
- ✓ Message and note history — never deleted
- ✓ Settlement action tracking
- ✓ Client portal interactions logged
- ✓ Full case history from intake to close
"No one remembers."
Lextiff remembers.
Firm-wide activity — last 24 hours
Activity log
● Live updatesSent counter-demand $185,000 to Metro Insurance adjuster James Webb
Uploaded 8 files — miami-general-er-records.zip (24MB)
Moved case to Settlement stage — agreement reached at $310,000
SOL alert triggered — 47 days remaining. Email + SMS sent to Sarah M. and Tom K.
Client signed retainer agreement — e-signature confirmed 2:59 PM UTC
Completed task: Verify Medicare lien — amount $8,000 confirmed with Medicare
Added strategic note: Do not respond to $92k offer until ER records in hand
Qualified intake — Maria Rodriguez, Slip & fall, FL — assigned to David R.
Everyone knows who's responsible.
The most expensive words in a law firm are: "I thought you were handling that." Lextiff makes those words impossible. Every task has a name. Every case has an owner. Every action has a timestamp.
The old way:
❌ "I thought John had it."
❌ "Nobody told me."
❌ "I assumed Sarah did it."
❌ "Didn't see the email."
❌ "We dropped the ball."
With Lextiff:
✓ Owner assigned
✓ Due date set
✓ Reminder sent
✓ Completion logged
✓ Accountability built in
- ✓ Every task has one assigned owner
- ✓ Managers see all open tasks firm-wide
- ✓ Overdue tasks flagged immediately
- ✓ Completion logged with timestamp
- ✓ No task can be forgotten silently
- ✓ Accountability visible at every level
Team accountability dashboard
Open tasks by team member
Sarah M.
Senior Attorney
8 open
0 overdue
Tom K.
Paralegal
12 open
3 overdue
David R.
Attorney
5 open
1 overdue
Lisa P.
Intake staff
3 open
0 overdue
The whole team
Stop building your firm around memory.
Every role in your firm gets exactly the access, visibility, and tools they need — without information overload or blind spots.
Attorney
Full case view, settlement tracking, deadline visibility, team assignment, and firm-wide reporting.
Paralegal
Assigned cases, document management, task tracking, client communication, and deadline alerts.
Intake staff
Lead pipeline, qualification workflow, document requests, and intake-to-case conversion.
Case manager
Portfolio overview, team workload, deadline monitoring, and case stage management.
Medical records
Document uploads, provider tracking, lien management, and medical record requests.
Settlement team
Settlement pipeline, offer history, distribution calculations, and closing documentation.
Team collaboration by the numbers.
Team visibility — every case, every action
Shared updates — no refresh needed
Team members — add seats anytime
Activity history — nothing disappears
Version confusion — one case, one truth
Accountability across your whole firm
Included in Team Collaboration.
Not a shared inbox. A complete firm accountability and visibility system.
Stop chasing updates.
Start working together.
Build a firm where everyone knows what's happening, who's responsible, and what needs to happen next — without asking anyone.
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